Jeff Norton Email & Phone Number
Wealth Management Advisor @ Waveform Wealth Partners
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Jeff Norton Location
- Saint Paul, MN, US
Jeff Norton Work
- Wealth Management Advisor @ (January 2024 - Present)
- Wealth Management Advisor @ (December 2016 - December 2023)
- Investment Executive @ Cetera Investment Services LLC Located at Community Resource Bank (April 2013 - December 2016)
- National Sales Manager @ (December 2010 - April 2013)
- AVP- Retail Banking Manager @ Community Resouce Bank (August 2007 - December 2010)
- Branch Manager @ Merchants Bank (January 2006 - January 2007)
- Manager of Sales @ TCF (January 2004 - January 2006)
Jeff Norton Education
- University of Minnesota
Bachelor of Arts (B.A.) (Bachelor of Arts (B.A.), Speech Communications)
Jeff Norton Skills
- Management
- Customer Satisfaction
- Investments
- Customer Experience
- Customer Service
- Marketing Strategy
- Risk Management
- Investment Banking
- Inventory Management
- CRM
- Cold Calling
- New Business Development
- Business Strategy
- Sales
- Salesforce.com
- Sales Process
- Account Management
- Customer Relationship Management (CRM)
- Leadership
- Project Management
- Performance
- Customer Relationship Management Crm
- Banking
- Finance
- Customer Relationship Management
Jeff Norton Summary
- Jeff Norton, based in Saint Paul, MN, US, is currently a Wealth Management Advisor at Waveform Wealth Partners. Jeff Norton brings experience from previous roles at TIAA, Cetera Investment Services LLC Located at Community Resource Bank, Scout, Inc. and Community Resouce Bank. Jeff Norton holds a Bachelor of Arts (B.A.) in Bachelor of Arts (B.A.), Speech Communications @ University of Minnesota. With a robust skill set that includes Management, Customer Satisfaction, Investments, Customer Experience, Customer Service and more.
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Top Waveform Wealth Partners Employees
Dave Wmcp
Co-founder Partner
Saint Paul, MN, US
Josh Willour
Co- founder and Partner
Saint Paul, MN, US
Stevie Gerrells
Vice President Operations
Minneapolis, MN, US
Chuck Miesbauer
Lead Advisor
Saint Paul, MN, US
Jeff Norton
Wealth Management Advisor
Saint Paul, MN, US
Elizabeth Isaacson
Executive Assistant
Saint Paul, MN, US
Gabriel Franck
Associate
Saint Paul, MN, US
Rachel Parent
Client Service Associate
Saint Paul, MN, US
Han McMahon
Lead Advisor
Cottage Grove, MN, US
Kayla Pesola
Director of Selection
Minneapolis, MN, US
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