Jeff Channell's Location
Fort Mill, SC, US
Jeff Channell's Work
- Financial Consultant @ TIAA
- Institutional Client Relationship Manager @ Wells Fargo
- Consultant Relations Associate @ Wells Capital Management
- Consultant Relations Associate @ Evergreen Investments
- Financial Advisor @ Edward Jones
Jeff Channell's Education
- Ohio University
Bachelor of Business Administration (BBA) (Finance and Management Information Systems)
1995 - 1999
Jeff Channell's Skills
- Strategic Planning
- Portfolio Management
- Series 63
- Series 7
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Investment Management
- Securities
- Project Management
Jeff Channell's Summary
Jeff Channell, based in Fort Mill, SC, US, is currently a Financial Consultant at TIAA-CREF, bringing experience from previous roles at Wells Fargo, Wells Capital Management, Evergreen Investments and Edward Jones. Jeff Channell holds a 1995 - 1999 Bachelor of Business Administration (BBA) in Finance and Management Information Systems @ Ohio University. With a robust skill set that includes Strategic Planning, Portfolio Management, Series 63, Series 7, Asset Allocation and more, Jeff Channell contributes valuable insights to the industry. Jeff Channell has 2 emails on RocketReach.
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