Jeff Burch Email & Phone Number
Manager - Client Development Team and Manager - Portfolio Management Group @ Trajan Wealth LLC
Jeff Burch's Location
Scottsdale, AZ, US
Jeff Burch's Work
- Manager - Client Development Team and Manager - Portfolio Management Group @ Trajan Wealth LLC
- Affluent Segment Leader @ Wells Fargo
- Vice President, Senior Wealth Management Banker @ Merrill Lynch
- Vice President, Commercial Premier Client Manager @ Bank of America
- Assistant Vice President, Branch Manager @ Bank of America
Jeff Burch's 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's Skills
- Portfolio Management
- Fixed Income
- Wealth Management
- Asset Allocation
- Investment Strategies
- Bonds
- Retirement Planning
- Financial Advisory
- Retirement
- Asset Managment
Jeff Burch's Summary
Jeff Burch, based in Scottsdale, AZ, US, is currently a Manager - Client Development Team and Manager - Portfolio Management Group at Trajan Wealth LLC, bringing 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). With a robust skill set that includes Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, Investment Strategies and more, Jeff Burch contributes valuable insights to the industry. Jeff Burch has 2 emails on RocketReach.
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