Jeff Neal Email & Phone Number
Managing Director, Private Wealth Advisor @ Merrill Lynch
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Jeff Neal Location
- Chicago, IL, US
Jeff Neal Work
- Managing Director, Private Wealth Advisor @ (January 2018 - Present)
- Managing Director, Client Advisor @ (September 2016 - December 2017)
- Managing Director, Client Advisor @ (February 2006 - September 2016)
- Vice President, Private Client Services @ (November 2002 - February 2006)
- Branch Manager @ (August 1999 - October 2002)
- Private Client Advisor @ (July 1985 - August 1999)
Jeff Neal Education
- Indiana University
Master Of Business Administration (Finance)
1983-1985 - Kansas State University
Bachelor Of Science (Accounting, Finance)
1981-1983 - Dodge City Community College
Associates (General Studies)
1978-1981
Jeff Neal Skills
- Estate Planning
- Investment Banking
- Banking
- Municipal Bonds
- Asset Management
- 10B5 1 Plans
- Equity Derivatives
- Credit
- Asset Allocation
- Foreign Exchange
- Insurance
- Restricted Stock
- Interest Rate Swaps
- Investment Management
- Equity Trading
- Residential Mortgages
Jeff Neal Summary
- Jeff Neal, based in Chicago, IL, US, is currently a Managing Director, Private Wealth Advisor at Merrill Lynch. Jeff Neal brings experience from previous roles at Alex. Brown, a Division of Raymond James, Deutsche Bank, Bear Stearns & Co. and Donaldson, Lufkin & Jenrette. Jeff Neal holds a 1983 - 1985 Master Of Business Administration in Finance @ Indiana University. With a robust skill set that includes Estate Planning, Investment Banking, Banking, Municipal Bonds, Asset Management and more. Jeff Neal has 1 emails on RocketReach.
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