Jeff Gluck Email & Phone Number
Advisory Services @ Nationwide
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Jeff Gluck Location
- Charlotte, NC, US
Jeff Gluck Work
- Advisory Services @ (March 2023 - Present)
- Principal @ (March 2023 - March 2026)
- Associate Financial Advisor @ (February 2016 - March 2023)
- Financial Services Representative @ (December 2013 - February 2016)
- Account Manager @ (November 2013 - February 2016)
- Financial Services Consultant @ (November 2012 - November 2013)
- Financial Consultant @ (November 2012 - November 2013)
- Associate Wealth Management Advisor @ (June 2011 - April 2012)
- Investment Professional @ (April 2010 - June 2011)
- Investment Specialist @ (April 2010 - June 2011)
- Financial Representative @ (February 2009 - March 2010)
- Video Operations @ (March 2007 - March 2010)
- Operations Specialist and Associate Financial Representative @ Carolina Condrey Group of Northwestern Mutual (February 2008 - February 2009)
- Internet and Support Team Specialist @ State Employees Credit Union (August 2004 - February 2008)
Jeff Gluck Education
- North Carolina State University
B.S. (Sport Management)
2002-2007 - North Carolina State University
Bachelor of Science (Sport and Fitness Administration/Management)
Jeff Gluck Skills
- 401k
- Advising Clients
- Annuities
- Asset Allocation
- Asset Management
- Asset Managment
- BFSI
- Building Internal & External Relationships
- Change Requests
- Client Prospecting
- Communication
- Computer Literacy
- Conflict Resolution
- Customer Relations
- Customer Relationship Management (CRM)
- Customer Service
- Disability Insurance
- ETFs
- Employee Benefits
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Markets
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- High Net Worth Individuals
- IRAs
- Industry standards
- Insurance
- Interviewing Subject Matter Experts
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life & Health Licenses
- Life Insurance
- Loans
- Long Term Care
- Long Term Care Insurance
- Long-term Care
- Management
- Medicare Supplements
- Microsoft Dynamics CRM
- Microsoft Office
- Multithreaded Development
- Mutual Funds
- Negotiation
- New Hire Training
- Organization Skills
- Portfolio Management
- Relating to Clients
- Relationship Management
- Report Preparation
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 6
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Underwriting
- Uniform Combined State Law
- Wealth Management
- Wealth Preservation Planning
- Workload Prioritization
Jeff Gluck Summary
- Jeff Gluck, based in Charlotte, NC, US, is currently a Advisory Services at Nationwide. Jeff Gluck brings experience from previous roles at Nationwide, Northwestern Mutual and State Farm. Jeff Gluck holds a 2002 - 2007 B.S. in Sport Management @ North Carolina State University. With a robust skill set that includes 401k, Advising Clients, Annuities, Asset Allocation, Asset Management and more. Jeff Gluck has 5 emails and 1 mobile phone numbers on RocketReach.
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