Jeff Fortner Email & Phone Number

Senior Wealth Advisor @ Geometric Wealth Advisors

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Jeff Fortner Location

Seattle, WA, US

Jeff Fortner Work

Senior Wealth Advisor @ (June 2026 - Present)
Partner @ (January 2020 - January 2026)
Associate Partner @ (January 2018 - January 2020)
Manager and Senior Manager @ (January 2015 - January 2018)
Consultant @ (January 2013 - January 2015)
Portfolio Manager @ (January 2006 - January 2012)

Jeff Fortner Education

Pomona College
BA (Mathematics, Mathematical Economics)
UCLA Anderson School of Management
MBA (Finance and Strategy)

Jeff Fortner Skills

Analytical Skills
Analytics
Budgeting
Business Case Preparation
Business Development
Business Initiatives
Business Insights
Business Intelligence (BI)
Business Operations
Business Planning
Business Process Improvement
Business Process Re-engineering
Business Strategy
Business Transformation
Change Management
Climate Tech
Cloud Computing
Coaching
Communication
Competitive Analysis
Competitive Landscape
Competitive Strategies
Consulting
Continuing Professional Development
Corporate Strategy
Creative Problem Solving
Cross-functional Team Leadership
Customer Experience
Customer Relationship Management (CRM)
Customer Research
Data Analysis
Data Analytics
Due Diligence
Everything as a Service (XaaS)
Executive-level Communication
FinTech
Finance
Financial Analysis
Financial Literacy
Financial Modeling
Financial Planning
Human Resources (HR)
Interpersonal Leadership
Interpersonal Skills
Investment Advisory Services
Investment Management
Investment Strategies
Investments
Leadership
Leadership Development
Management
Market Analysis
Market Evaluations
Market Segmentation
Market Sizing
Microsoft Excel
Microsoft Office
Microsoft Power BI
Microsoft PowerPoint
Operating Models
Operational Excellence
Operational Execution
Operations
Opportunity Identification
Oral Communication
Organizational Design
Portfolio Management
Presentations
Problem Solving
Productivity Improvement
Program Management
Project Management
Project Management Office (PMO)
Recruiting
Research Analysis
Retail
Salesforce.com
Secondary Education
Situational Leadership
Software as a Service (SaaS)
Strategic Analysis
Strategic Collaboration
Strategic Initiatives
Strategic Partnerships
Strategic Planning
Strategic Transformation
Strategy
Structured Thinking
Sustainability
Sustainable Packaging
Tableau
Talent Management
Team Building
Team Leadership
Team Management
Team Motivation

Jeff Fortner Summary

Jeff Fortner, based in Seattle, WA, US, is currently a Senior Wealth Advisor at Geometric Wealth Advisors. Jeff Fortner brings experience from previous roles at Bain & Company. Jeff Fortner holds a BA in Mathematics, Mathematical Economics @ Pomona College. With a robust skill set that includes Analytical Skills, Analytics, Budgeting, Business Case Preparation, Business Development and more. Jeff Fortner has 2 emails and 1 mobile phone numbers on RocketReach.