Jeff Kane Email

Head of Advisor Coaching and Lead Advisor @ Root Financial

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Jeff Kane Location

Denver, CO, US

Jeff Kane Work

2025 - now Head of Advisor Coaching and Lead Advisor @ Root Financial
2024 - now Lead Advisor @ Root Financial
2017 - 2024 Wealth Advisor @ Charles Schwab
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2015 - 2017 Associate Portfolio Consultant @ Charles Schwab
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2014 - 2014 High Net Worth Representative @ Charles Schwab
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2013 - 2014 Brokerage Service Representative @ Charles Schwab
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2012 - 2013 Financial Advisor @ Edward Jones
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2011 - 2012 Media Manager @ Billups
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2009 - 2010 EFL Teacher @ Shane English School, Ningbo, CHINA
2008 - 2009 Media Buyer @ Matrix Media Services
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Jeff Kane Education

Kent State University
Bachelor (Business Administration; Marketing)

Jeff Kane Summary

Jeff Kane, based in Denver, CO, US, is currently a Head of Advisor Coaching and Lead Advisor at Root Financial. Jeff Kane brings experience from previous roles at Root Financial Partners and Charles Schwab. Jeff Kane holds a Bachelor in Business Administration; Marketing @ Kent State University. Jeff Kane has 1 emails on RocketReach.

Jeff Kane Emails

Found 1 emails

@rootfinancial.com

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