Jeff Snyder Email & Phone Number
Regional Vice President - North Texas and Oklahoma @ Raymond James Investment Management
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Jeff Snyder Location
- Frisco, TX, US
Jeff Snyder Work
- 2021 -now Regional Vice President - North Texas and Oklahoma @
- 2020 -2021 Sr. Advisor Consultant @
- 2018 -2020 External Investment Advisory Specialist @
- 2016 -2018 Associate Investment Advisory Specialist @
- 2014 -2016 Internal Investment Advisory Specialist @
- 2012 -2014 Internal Wealth Management Banker @
- 2010 -2012 Financial Solutions Advisor @
- 2009 -2010 Loan Officer @ 1st Metropolitan Mortgage
- 2006 -2009 Retirement Education Specialist @
- 2005 -2006 New Accounts Specialist @
- 2004 -2005 Financial Advisor @ Joseph Gunnar & Co., LLC
Jeff Snyder Education
- Mercer County Community College
(Business Administration, Management, Business Administration and Management)
Jeff Snyder Skills
- Wealth Management Services
- Sales
- Leadership
- Portfolio Management
- Asset Allocation
- Wealth Management
- Business Development
- Sales Strategy
- Consultative Selling
- Asset Management
- Mutual Funds
- 401(k) Retirement Savings Plans
- Sales Presentations
- Series 7
- Lean Six Sigma
- Investment Advisory
- Sales Process
- Sales & Marketing
- Investment Strategies
- Investments
- Strategic Planning
- Customer Relationship Management (CRM)
- Sales Management
- Retirement Planning
- Equities
- Financial Analysis
- Trading
- Marketing
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Office
- Team Leadership
- Teamwork
- People Management
- Strategic Thinking
- Client Services
- Written Communication
- Management
- Customer Service
- Strategic Partnerships
- Business Networking
- Territory Management
- Process Improvement
- Sales Consulting
- Accomplished Sales Professional
- Outside of the box sales ideas
- Sales & Distribution
- Diversity
- Financial Technology
Jeff Snyder Summary
- Jeff Snyder, based in Frisco, TX, US, is currently a Regional Vice President - North Texas and Oklahoma at Raymond James Investment Management. Jeff Snyder brings experience from previous roles at SigFig and Merrill Lynch. Jeff Snyder holds a Mercer County Community College. With a robust skill set that includes Wealth Management Services, Sales, Leadership, Portfolio Management, Asset Allocation and more. Jeff Snyder has 2 emails and 1 mobile phone numbers on RocketReach.
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