Jeff Kragel's Location

San Francisco, CA, US

Jeff Kragel's Work

Jeff Kragel's Education

  • UC Santa Barbara

    Bachelor of Arts - BA, cum laude (Accounting)

    2000 - 2004

Jeff Kragel's Skills

  • Asset Management
  • Mergers and Acquisitions
  • Selling Businesses
  • Investments
  • Portfolio Management
  • Multigenerational Planning
  • Estate Planning
  • Wealth Management
  • Financial Analysis
  • Financial Modeling

Jeff Kragel's Summary

Jeff Kragel, based in San Francisco, CA, US, is currently a Principal at Bernstein Private Wealth Management, bringing experience from previous roles at Goodles, Bernstein Private Wealth Management and Bernstein Global Wealth Management. Jeff Kragel holds a 2000 - 2004 Bachelor of Arts - BA, cum laude in Accounting @ UC Santa Barbara. With a robust skill set that includes Asset Management, Mergers and Acquisitions, Selling Businesses, Investments, Portfolio Management and more, Jeff Kragel contributes valuable insights to the industry. Jeff Kragel has 2 emails and 1 mobile phone number on RocketReach.

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