Jeff Bunch's Location
Dallas, TX, US
Jeff Bunch's Work
- Senior Vice President @ Preferred Client Group, LLC
- Managing Director @ Fidelity Investments
- Client Management - Portfolio Advisory Services @ Fidelity Investments
- Senior Investment Consultant @ Fidelity Investments
Jeff Bunch's Education
- Baylor University
Bachelor of Business Administration
1991 - 1995
Jeff Bunch's Skills
- Investments
- Financial Analysis
- Series 7
- Mutual Funds
- Series 63
- Finance
- Management
- Asset Allocation
- Wealth Management
Jeff Bunch's Summary
Jeff Bunch, based in Dallas, TX, US, is currently a Senior Vice President at Preferred Client Group, LLC, bringing experience from previous roles at Fidelity Investments. Jeff Bunch holds a 1991 - 1995 Bachelor of Business Administration @ Baylor University. With a robust skill set that includes Investments, Financial Analysis, Series 7, Mutual Funds, Series 63 and more, Jeff Bunch contributes valuable insights to the industry. Jeff Bunch has 3 emails and 1 mobile phone number on RocketReach.
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