Jeff Daugherty Email & Phone Number
Product Owner Advisory Platform @ Wells Fargo Advisors
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Jeff Daugherty Location
- Bartelso, IL, US
Jeff Daugherty Work
- 2022 -now Product Owner Advisory Platform @
- 2018 -2022 Compliance Officer @
- 2011 -2018 Product Manager - Advisory Products @
- 2006 -2011 Institutional Consulting Analyst @
- 2005 -2006 Insurance and Annuities Analyst @
Jeff Daugherty Education
- University of Phoenix
Bachelor's degree (Accounting and Finance)
2004-2007
Jeff Daugherty Skills
- Alternative Investments
- Insurance
- Annuities
- Data Analysis
- Finance
- Process Analysis
- Mutual Funds
- Advisory Products
- Microsoft Excel
- Marketing
- Finra Series 7
- Finra Series 24
- CFA
- Management
- Performance Reporting
- Project Management
- ETFs
- Risk
- Finra Series 66
- Investing
- Institutional Consulting
- Separate Managed Accounts
- Chartered Mutual Fund Counselor
- Finrs Series 9/10
Jeff Daugherty Summary
- Jeff Daugherty, based in Bartelso, IL, US, is currently a Product Owner Advisory Platform at Wells Fargo Advisors. Jeff Daugherty brings experience from previous roles at Wells Fargo Advisors and A.G. Edwards. Jeff Daugherty holds a 2004 - 2007 Bachelor's degree in Accounting and Finance @ University of Phoenix. With a robust skill set that includes Alternative Investments, Insurance, Annuities, Data Analysis, Finance and more. Jeff Daugherty has 2 emails and 1 mobile phone numbers on RocketReach.
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