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 on RocketReach.
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