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Jeff Sondhelm Location
Indianapolis, IN, US
Jeff Sondhelm Work
Vice President and Financial Advisor @ (May 2012 - Present)
Financial Advisor @ (August 2007 - July 2012)
Financial Advisor @ (May 2005 - August 2007)
Director of Development @ (August 2002 - April 2004)
Regional Sales Manager @ (January 1998 - January 2002)
Chief Operating Officer @ The Forest (January 1991 - January 1994)
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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