Jeff Stokes Email & Phone Number
Senior Director and Market Leader @ BNY Wealth
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Jeff Stokes Location
- Winter Park, FL, US
Jeff Stokes Work
- 2017 -now Senior Director and Market Leader @
- 2013 -2016 Senior Vice President, Private Client Advisor @
- 2010 -2013 Senior Vice President and Wealth Strategist @
- 2001 -2010 Senior Vice President and Wealth Strategist @ GenSpring Family Offices
- 1995 -2001 Senior Vice President @
Jeff Stokes Education
- University of Central Florida
Business (Finance)
1978-1982 - The Wharton School 2015
- University of Pennsylvania - The Wharton School
(U.S. Trust Accelerating Growth Program)
2015 - Canon Trust School
Jeff Stokes Skills
- Alternative Investments
- Wealth Management
- Wealth
- Portfolio Management
- Asset Allocation
- Asset Management
- Investment Management
- Hedge Funds
- Wealth Management Services
- Investment Advisory
- Business Development
- Investment Strategies
- High Net Worth Individuals
- Series 7
- High Net Worth
- Social Media
- Banking
- Customer Service
- Management
- Project Management
- Marketing Strategy
Jeff Stokes Summary
- Jeff Stokes, based in Winter Park, FL, US, is currently a Senior Director and Market Leader at BNY Mellon Wealth Management. Jeff Stokes brings experience from previous roles at U.S. Trust, Northern Trust, GenSpring Family Offices and SunTrust Bank. Jeff Stokes holds a 1978 - 1982 Business in Finance @ University of Central Florida. With a robust skill set that includes Alternative Investments, Wealth Management, Wealth, Portfolio Management, Asset Allocation and more. Jeff Stokes has 2 mobile phone numbers on RocketReach.
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