Jeff Shirk Email & Phone Number
Managing Partner
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Jeff Shirk Location
- Philadelphia, PA, US
Jeff Shirk Work
- 2005 -now Managing Partner @ Fortress Financial, LLC
- 2000 -2005 Investment Representative @
- 1990 -2000 Regional Vice President @ Van Kampen Investments
Jeff Shirk Education
- Alfred Lerner College of Business & Economics at University of Delaware
Bachelor of Science (B.S.) (Finance, General)
1986-1990 - Bishop Eustace Preparatory High School, Pennsauken, NJ
High School
1982-1986
Jeff Shirk Skills
- Financial Services
- Finance
- Project Management
- Mutual Funds
- Fixed Income Strategies
- Insurance
- Investments
- 401k Rollovers
- Retirement Planning
- Management
- Municipal Bonds
- Asset Allocation
- Strategic Planning
Jeff Shirk Summary
- Jeff Shirk, based in Philadelphia, PA, US, is currently a Managing Partner at Fortress Financial, LLC. Jeff Shirk brings experience from previous roles at Edward Jones and Van Kampen Investments. Jeff Shirk holds a 1986 - 1990 Bachelor of Science (B.S.) in Finance, General @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Financial Services, Finance, Project Management, Mutual Funds, Fixed Income Strategies and more.
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