Jeff McCulloch Email & Phone Number
Managing Director | Partner at Cascade Financial Partners @ Cascade Financial Partners, LLC
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Jeff McCulloch Location
- California, United States
Jeff McCulloch Work
- Managing Director | Partner at Cascade Financial Partners @ (August 2023 - Present)
- Private Wealth Manager @ (July 2016 - September 2023)
- Principal, Wealth Manager @ Gupta Wealth Management (October 2013 - June 2016)
- Financial Advisor @ (September 2008 - September 2013)
- Financial Advisor @ (April 2000 - August 2008)
- Pension Plan Specialist @ (August 1998 - March 2000)
Jeff McCulloch Education
- Northwestern University
BA (Statistics, Economics)
1994-1998
Jeff McCulloch Skills
- Finance
- Project Management
- Leadership
- Financial Analysis
- Beach House Cargo Lifts Manufacture
- Microsoft Office
- Beach House Cargo Lifts Installation
Jeff McCulloch Summary
- Jeff McCulloch, based in California, United States, is currently a Managing Director | Partner at Cascade Financial Partners at Cascade Financial Partners, LLC. Jeff McCulloch brings experience from previous roles at Creative Planning Inc., Gupta Wealth Management, UBS and Merrill Lynch. Jeff McCulloch holds a 1994 - 1998 BA in Statistics, Economics @ Northwestern University. With a robust skill set that includes Finance, Project Management, Leadership, Financial Analysis, Beach House Cargo Lifts Manufacture and more. Jeff McCulloch has 2 emails and 3 mobile phone numbers on RocketReach.
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