Jeff Dunn-Bernstein Email & Phone Number
Director of Special Programs and Wealth Management Advisor @ Tallus Capital Management
Jeff Dunn-Bernstein's Location
Portland, Oregon, United States
Jeff Dunn-Bernstein's Work
- Director of Special Programs and Wealth Management Advisor @ Tallus Capital Management
- Financial Advisor @ Edward Jones
- Project Manager and Safety Manager @ Everest Drilling
- Driller @ Core One Drilling
Jeff Dunn-Bernstein's Education
- Portland State University
Bachelor of Arts (Global Studies)
2001 - 2006 - U.S. Grant High School1997 - 2001
Jeff Dunn-Bernstein's Skills
- Fixed Annuities
- Retirement
- Training
- Index Funds
- Indexed Annuities
- Portfolio Review
- Finance
- Marketing
- Management
- ETFs
Jeff Dunn-Bernstein's Summary
Jeff Dunn-Bernstein, based in Portland, Oregon, United States, is currently a Director of Special Programs and Wealth Management Advisor at Tallus Capital Management, bringing experience from previous roles at Edward Jones, Everest Drilling and Core One Drilling. Jeff Dunn-Bernstein holds a 2001 - 2006 Bachelor of Arts in Global Studies @ Portland State University. With a robust skill set that includes Fixed Annuities, Retirement, Training, Index Funds, Indexed Annuities and more, Jeff Dunn-Bernstein contributes valuable insights to the industry. Jeff Dunn-Bernstein has 2 emails on RocketReach.
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