Jeff Gonzales's Location
Pasadena, CA, US
Jeff Gonzales's Work
- Regional Manager Client Services @ Edelman Financial Engines
- Regional Client Services Supervisor @ Edelman Financial Engines
- Financial Advisor @ Merrill Lynch
- Investment Consultant @ TD Ameritrade
- Financial Consultant @ Charles Schwab
- Member Service Rep III (Investment consultant) @ Wescom Credit Union
- Operations Manager @ Bank Of Orange County
Jeff Gonzales's Education
- Chino High School1993 - 1997
Jeff Gonzales's Skills
- Portfolio Management
- Investments
- Finance
- Financial Analysis
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
Jeff Gonzales's Summary
Jeff Gonzales, based in Pasadena, CA, US, is currently a Regional Manager Client Services at Edelman Financial Services, bringing experience from previous roles at Edelman Financial Services, Merrill Lynch, TD Ameritrade and Charles Schwab. Jeff Gonzales holds a 1993 - 1997 Chino High School. With a robust skill set that includes Portfolio Management, Investments, Finance, Financial Analysis, Financial Services and more, Jeff Gonzales contributes valuable insights to the industry. Jeff Gonzales has 3 emails on RocketReach.
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