Jeff Cepa Email & Phone Number
Senior Vice President of Strategic Partnerships @ National Philanthropic Trust
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Jeff Cepa Location
- Austin, TX, US
Jeff Cepa Work
- 2025 -now Senior Vice President of Strategic Partnerships @
- 2023 -2025 Senior Vice President, Head of Advisor Engagement @
- 2018 -2023 Senior Director of Development @
- 2017 -2018 Regional Director Southwest Region @
- 2016 -2017 Director of Business Development @
- 2007 -2016 Vice President, Charitable Planning Consultant @
- 2004 -2007 Insurance Consultant @
- 2003 -2004 Financial Planning Consultant @
- 2001 -2004 Financial Representative - Premium Services @
- 1998 -2001 Customer Service Representative @
- 1991 -1998 Sales Manager @
Jeff Cepa Education
- The University of Dallas
(Financial Planning)
2003-2004 - University of North Texas
BAA (Music, Counseling, Psychology)
1987-1992
Jeff Cepa Skills
- Financial Planning
- Philanthropy
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Public Speaking
- Asset Allocation
- Financial Services
- Asset Management
- Management
- Portfolio Management
- Strategic Planning
- Investment Advisory
- Insurance
- Leadership
- Financial Management
- PowerPoint
- Microsoft Excel
- Marketing
Jeff Cepa Summary
- Jeff Cepa, based in Austin, TX, US, is currently a Senior Vice President of Strategic Partnerships at National Philanthropic Trust. Jeff Cepa brings experience from previous roles at National Philanthropic Trust and Covenant. Jeff Cepa holds a 2003 - 2004 The University of Dallas. With a robust skill set that includes Financial Planning, Philanthropy, Strategic Financial Planning, Estate Planning, Wealth Management and more. Jeff Cepa has 2 emails and 2 mobile phone numbers on RocketReach.
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