Premier Relationship Manager @ (September 2009 - October 2010)
Premier Client Manager @ (August 2006 - April 2009)
Financial Advisor @ (May 2000 - October 2002)
Financial Advisor @ (December 1996 - May 2000)
Jeff Burnham Education
Monroe Community College
Certificate (Cybersecurity)
2017-2018
UMass Boston
MBA (Finance)
1995-1998
Jeff Burnham Skills
Series 7
Retirement Planning
Securities
Mortgage
Wealth Management
Credit
Investments
Banking
Retirement
Insurance
Mutual Funds
Series 66
Financial Services
Investment Advisory
Asset Allocation
Relationship Management
Financial Advisory
Uniform Combined State Law
Finance
Series 63
Mortgage Lending
Portfolio Management
Loans
Financial Planning
Asset Management
Financial Analysis
Management
Retail Banking
Risk Management
Fixed Income
Equities
Consumer Lending
Loan Origination
Small Business Lending
Wealth Management Services
Trading
Jeff Burnham Summary
Jeff Burnham, based in Scottsville, NY, US, is currently a Business Teacher at Greece Central School District. Jeff Burnham brings experience from previous roles at Greece Central School District, East Irondequoit CSD, Gates Chili Central School district and Citizens Investment Services. Jeff Burnham holds a 2017 - 2018 Certificate in Cybersecurity @ Monroe Community College. With a robust skill set that includes Series 7, Retirement Planning, Securities, Mortgage, Wealth Management and more. Jeff Burnham has 2 mobile phone numbers on RocketReach.
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