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
- 2023 -now Managing Director | Partner at Cascade Financial Partners @
- 2016 -2023 Private Wealth Manager @
- 2013 -2016 Principal, Wealth Manager @ Gupta Wealth Management
- 2008 -2013 Financial Advisor @
- 2000 -2008 Financial Advisor @
- 1998 -2000 Pension Plan Specialist @
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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