Jeff Sondhelm Email & Phone Number
Vice President and Financial Advisor @ Greenway Advisors
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Jeff Sondhelm Location
- Indianapolis, IN, US
Jeff Sondhelm Work
- 2012 -now Vice President and Financial Advisor @
- 2007 -2012 Financial Advisor @
- 2005 -2007 Financial Advisor @
- 2002 -2004 Director of Development @
- 1998 -2002 Regional Sales Manager @
- 1991 -1994 Chief Operating Officer @ The Forest
Jeff Sondhelm Education
- College for Financial Planning
CRPC (Chartered Retirement Planning Counsellor)
2007-2007 - University of Delaware
BS (Management & Marketing)
1994-1998
Jeff Sondhelm Skills
- Strategic Financial Planning
- Strategic Financial
- Investments
- Marketing
- New Business Development
- Business Development
- Banking
- Negotiation
- Sales Management
- Finance
- Strategic Planning
- Financial Analysis
- Insurance
- Retirement Planning
- Account Management
- Sales
Jeff Sondhelm Summary
- Jeff Sondhelm, based in Indianapolis, IN, US, is currently a Vice President and Financial Advisor at Greenway Advisors. Jeff Sondhelm brings experience from previous roles at Wells Fargo Advisors, LLC, Morgan Stanley, Hasten Hebrew Academy and Cydcor. Jeff Sondhelm holds a 2007 - 2007 CRPC in Chartered Retirement Planning Counsellor @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Strategic Financial, Investments, Marketing, New Business Development and more. Jeff Sondhelm has 1 emails and 1 mobile phone numbers on RocketReach.
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