Jeff Dorward's Location
Milwaukee, WI, US
Jeff Dorward's Work
- Financial Advisor @ VantagePointe Financial Group
- Financial Planner @ MetLife/MassMutual
- Registered Representative @ Comprehensive Asset Management
- Insurance Wholesaler @ Crump Life Insurance Services
- CERTIFIED FINANCIAL PLANNER® Professional @ Midwest Professional Planners, Ltd.
- Volunteer Treasurer and Board Member @ Grace242 (Church)
- Investment Advisor Representative and Retirement Planning Specialist @ AXA Advisors, LLC
- Agent and Registered Representative @ AXA
- Vice President-Sales @ M&I Data Services (Metavante)
Jeff Dorward's Education
- University of Wisconsin-Eau Claire
BBA (Finance)
1975 - 1980 - The Wharton School
Certificate (Retirement Planning)
2008 - 2008
Jeff Dorward's Skills
- Retirement Planning
- Strategic Financial Planning
- Investments
- Portfolio Management
- Risk Management
- Asset Management
- Securities
- Finance
- Estate Planning
- Insurance
Jeff Dorward's Summary
Jeff Dorward, based in Milwaukee, WI, US, is currently a Financial Advisor at VantagePointe Financial Group, bringing experience from previous roles at MetLife/MassMutual, Comprehensive Asset Management, Crump Life Insurance Services and Midwest Professional Planners, Ltd.. Jeff Dorward holds a 1975 - 1980 BBA in Finance @ University of Wisconsin-Eau Claire. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Investments, Portfolio Management, Risk Management and more, Jeff Dorward contributes valuable insights to the industry. Jeff Dorward has 1 email and 1 mobile phone number on RocketReach.
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