Jeff Llewellyn Email & Phone Number
Practice Lead, Special Needs Planning @ Rockwood Wealth Management
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Jeff Llewellyn Location
- New Hope, PA, US
Jeff Llewellyn Work
- 2022 -now Practice Lead, Special Needs Planning @
- 2020 -2022 Financial Consultant @
- 2015 -2020 Senior Financial Advisor @
- 2013 -2015 Financial Advisor @
Jeff Llewellyn Education
- Fox School of Business at Temple University
Master of Business Administration - MBA
2009-2012 - The University of Texas at Austin
Bachelor of Arts - BA
1999-2002
Jeff Llewellyn Skills
- Alternative Investments
- Leadership
- Customer Relationship Management Crm
- Public Speaking
- Human Resources
- Golf
- Financial Planning
- Investments
- Executive Coaching
- Finance
- Strategic Planning
- Organizational Development
- Financial Services
- Wealth Management
- Mutual Funds
- Employee Relations
- Leadership Development
- Training
- Deferred Compensation
- Financial Analysis
- Business Process Improvement
- Management
- Project Management
- Services
- Recruiting
- Securities
- Performance Management
- Customer Relationship Management
- Retirement Planning
- Business Development
- Equity Research
- Insurance Planning
Jeff Llewellyn Summary
- Jeff Llewellyn, based in New Hope, PA, US, is currently a Practice Lead, Special Needs Planning at Rockwood Wealth Management. Jeff Llewellyn brings experience from previous roles at Fidelity Investments, Vanguard and Morgan Stanley. Jeff Llewellyn holds a 2009 - 2012 Master of Business Administration - MBA @ Fox School of Business at Temple University. With a robust skill set that includes Alternative Investments, Leadership, Customer Relationship Management Crm, Public Speaking, Human Resources and more. Jeff Llewellyn has 6 emails and 5 mobile phone numbers on RocketReach.
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