Jeff Pisan's Location

Portland, OR, US

Jeff Pisan's Work

Jeff Pisan's Education

  • Oregon State University

    BS Managerial Economics, Magna Cum Laude (Business/Managerial Economics)

    2002 - 2005

Jeff Pisan's Skills

  • Financial Planning
  • Medicaid
  • Portfolio Management
  • ETFs
  • Networking
  • Life Insurance
  • Long Term Care Insurance
  • Holistic Financial Planning
  • Fixed Annuities
  • Variable Annuities

Jeff Pisan's Summary

Jeff Pisan, based in Portland, OR, US, is currently a Co Owner and Financial Advisor at Tallus Capital Management, bringing experience from previous roles at Merrill Lynch and Edward Jones. Jeff Pisan holds a 2002 - 2005 BS Managerial Economics, Magna Cum Laude in Business/Managerial Economics @ Oregon State University. With a robust skill set that includes Financial Planning, Medicaid, Portfolio Management, ETFs, Networking and more, Jeff Pisan contributes valuable insights to the industry. Jeff Pisan has 1 email and 1 mobile phone number on RocketReach.
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