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Jeff McGee Location
Glen Ellyn, IL, US
Jeff McGee Work
2025 -now Vice President, Regional Director @
1989 -2025 Senior Wealth Consultant, DWS Group @
1989 -2011 Rvp @ Kemper financial
1989 -2004 Sr RVP @ Scudder Investments
Jeff McGee Education
Illinois State University
Economics (Favorite class money and banking)
1982-1986
Jeff McGee Skills
Alternative Investments
Estate Planning
Series 63
Financial Advisory
Fixed Annuities
Pensions
Bonds
Fixed Income
Institutional
Retirement Planning
Managed Futures
Financial Planning
Wealth Management Services
Portfolio Management
IRAs
Capital Markets
Investments
Bloomberg
Relationship Management
Variable Annuities
Finance
Series 6
401k
Institutional Investments
401K Retirement Savings Plans
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Equities
Life Insurance
Mutual Funds
Uniform Combined State Law
FINRA
Strategic Financial Planning
Investment Strategies
Asset Management
Separately Managed Accounts
Series 24
Private Equity
ETFs
Separately Managed
Hedge Funds
Retirement
Options
Series 7
Securities
Financial Markets
Investment Management
Structured Products
401 Retirement Savings Plans
Jeff McGee Summary
Jeff McGee, based in Glen Ellyn, IL, US, is currently a Vice President, Regional Director at American Beacon Partners. Jeff McGee brings experience from previous roles at DWS Group, Kemper financial and Scudder Investments. Jeff McGee holds a 1982 - 1986 Economics in Favorite class money and banking @ Illinois State University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Fixed Annuities and more. Jeff McGee has 2 emails and 1 mobile phone numbers on RocketReach.
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