Jeff Burch Email & Phone Number
Manager - Client Development Team and Manager - Portfolio Management Group @ Trajan Wealth LLC
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Jeff Burch Location
- Scottsdale, AZ, US
Jeff Burch Work
- 2023 - now Manager - Client Development Team and Manager - Portfolio Management Group @
- 2012 - 2023 Affluent Segment Leader @
- 2009 - 2012 Vice President, Senior Wealth Management Banker @
- 2004 - 2009 Vice President, Commercial Premier Client Manager @
- 2001 - 2004 Assistant Vice President, Branch Manager @
Jeff Burch Education
- University of Nevada, Las Vegas - Finance (1997), Accounting (2002)
Bachelor of Science (Accounting (2002))
1998 - 2002 - University of Nevada, Las Vegas - Finance
Bachelor of Science (Finance)
1993 - 1997
Jeff Burch Summary
- Jeff Burch, based in Scottsdale, AZ, US, is currently a Manager - Client Development Team and Manager - Portfolio Management Group at Trajan Wealth LLC. Jeff Burch brings experience from previous roles at Wells Fargo, Merrill Lynch and Bank of America. Jeff Burch holds a 1998 - 2002 Bachelor of Science in Accounting (2002) @ University of Nevada, Las Vegas - Finance (1997), Accounting (2002). Jeff Burch has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Trajan Wealth LLC Employees
Rebecca Hollingsworth
Content Creation Manager
Phoenix, AZ, US
Jeff Junior
Chief Executive Officer
Scottsdale, AZ, US
David Hudson
Fiduciary Advisor, Trajan Wealth LLC
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Andrew Justice
Investment Advisor Representative
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Luke Brandt
Talent Acquisition Specialist
Chandler, AZ, US
Udayan Mitra
Chief Investment Officer
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Terry Hawkins
Financial Advisor
Chicago, IL, US
Justin Junker
Client Portfolio Manager
Scottsdale, AZ, US
Nettie Sanchez
Estate Planning Attorney
Scottsdale, AZ, US
Cody Hall
Portfolio Manager
Addison, TX, US
Holli Wilson
Corporate Office Manager
Scottsdale, AZ, US
David Busch
Co-Chief Investment Officer
Scottsdale, AZ, US
John Demarco
Chief Compliance Officer
United States
Brenda Junior
President
Phoenix, AZ, US
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