Jeff Pierce Email & Phone Number
EVP, President of Wealth @ Johnson Financial Group
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Jeff Pierce Location
- Mequon, WI, US
Jeff Pierce Work
- EVP, President of Wealth @ (August 2025 - Present)
- President and Chief Operating Officer @ (May 2024 - June 2025)
- Chief Executive Officer @ (June 2023 - March 2024)
- Partner and Director of Strategic Relationships @ (October 2022 - May 2023)
- Chief Executive Officer and Principal (Acquired by Creative Planning) @ (February 2019 - September 2022)
- Head of Advisor Practice Management and Vice President @ (April 2012 - February 2019)
- Sr. Manager, Research and Consulting @ IN Adviser Solutions (October 2010 - April 2012)
- Senior Manager Revenue Planning @ (April 2007 - October 2010)
- Senior Consultant @ (February 2005 - April 2007)
- Associate @ Quellos Capital Management, L.P (June 2003 - February 2005)
Jeff Pierce Education
- Washington State University - College of Business and Economics
Bachelor of Arts (Business Administration)
1999-2003
Jeff Pierce Skills
- Management Consulting
- Forecasting
- Business Case
- Performance Metrics
- Executive Reporting
- Detailed Analysis
- Financial Metrics
- Operational Efficiency
- Engagement
- Wireless
- Analytics
- Cross-functional Team Leadership
- Telecommunications
- Consulting Experience
- Metrics
- Competitive Intelligence
- Thought Leadership
- Benchmarking
- Segmentation
- Performance Improvement
- Financial Modeling
- Business Strategy
- Leading Projects
- Asset Allocation
- Process Improvement
- Analysis
- Business Analysis
- Consulting
- Asset Management
- Investments
- Portfolio Management
- Finance
- Management
- Financial Analysis
- Public Speaking
- Cross Functional Team
- Data Analysis
- Strategic Planning
- Microsoft Excel
- Cross Functional Team Leadership
Jeff Pierce Summary
- Jeff Pierce, based in Mequon, WI, US, is currently a EVP, President of Wealth at Johnson Financial Group. Jeff Pierce brings experience from previous roles at Annex Wealth Management, The Mather Group, LLC, Creative Planning and Wipfli Financial Advisors. Jeff Pierce holds a 1999 - 2003 Bachelor of Arts in Business Administration @ Washington State University - College of Business and Economics. With a robust skill set that includes Management Consulting, Forecasting, Business Case, Performance Metrics, Executive Reporting and more. Jeff Pierce has 5 emails and 2 mobile phone numbers on RocketReach.
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