Jeff Janz Email & Phone Number
Candidate Conducting Career Search @ Not a Company
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Jeff Janz Location
- Illinois, United States
Jeff Janz Work
- Candidate Conducting Career Search @ (August 2018 - Present)
- Financial Advisor @ (February 2018 - July 2018)
- Candidate @ Self Employed (August 2016 - February 2018)
- Region Sales Director @ (August 2015 - July 2016)
- Senior Vice President, Merion Capital Group, representing HSBC Bank Structured Products sales to Ame @ (April 2009 - October 2014)
- Region VP, Managed Accounts - Player and Coach @ (February 2006 - February 2009)
- Region Vice President, Great Lakes @ (January 2003 - February 2006)
Jeff Janz Education
- University of Wisconsin-Eau Claire
Bachelor of Arts - BA (History and Business)
1980-1984
Jeff Janz Skills
- CIMA
- Fusion Presentation Training
- FC Training - Colbeck Coaching Group
- FINRA Series 4,7,24,65
- Series 7
- FINRA
- Mutual Funds
- Coaching
- Retirement Planning
- Financial Advisory
- Securities
- Strategy
- Separately Managed Accounts
- Investments
- Wealth Management
- Strategic Financial Planning
- Series 63
- Leadership
- Finance
- Investment Advisory
- Asset Management
- Financial Planning
- Portfolio Management
- Financial Services
- Asset Allocation
- Management
- Trading
- ETFs
- Investment Strategies
- Alternative Investments
- Equities
- Equity Trading
- Strategic Planning
- Investment Management
- Customer Relationship Management (CRM)
- Sales
- Team Leadership
- Cross-functional Team Leadership
- SMA
- Team Building
- ETF
- Business Planning
- Derivatives
- Public Speaking
- Colbeck
- Fusion Presentation
- Colbeck Coaching Group
- Strategic Financial
- Services
- Finra Series 4
- Research
- Fc Training
- Risk Management
- Separately Managed
- Customer Relationship Management
- Cross Functional Team Leadership
Jeff Janz Summary
- Jeff Janz, based in Illinois, United States, is currently a Candidate Conducting Career Search at not a company. Jeff Janz brings experience from previous roles at Edward Jones, Self Employed, Victory Capital Management and HSBC Retail Banking and Wealth Management. Jeff Janz holds a 1980 - 1984 Bachelor of Arts - BA in History and Business @ University of Wisconsin-Eau Claire. With a robust skill set that includes CIMA, Fusion Presentation Training, FC Training - Colbeck Coaching Group, FINRA Series 4,7,24,65, Series 7 and more. Jeff Janz has 2 emails and 1 mobile phone numbers on RocketReach.
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