Jeff Teare Email & Phone Number
Vice President @ First Trust
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Jeff Teare Location
- San Francisco, CA, US
Jeff Teare Work
- 2020 -now Vice President @
- 2013 -2020 Regional Vice President @
- 2012 -2018 Board Of Directors @
- 2011 -2015 Associate Board Member @
- 2011 -2013 Wealth Management Advisor @
- 2008 -2011 External Audit @
- 2006 -2007 External Audit Intern @
Jeff Teare Education
- Gies College of Business - University of Illinois Urbana-Champaign
Master of Accounting Science (Graduate Minor in Finance)
2007-2008 - University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science in Accountancy (Alpha Kappa Psi Professional Business Fraternity, Council of Presidents, UIAA Senior 100 Honorary, Senior Legacy Campaign)
2003-2007
Jeff Teare Skills
- Asset Allocation
- Charitable Giving Strategies
- Equity Valuation
- Investments
- Portfolio Management
- Private Wealth Management
- Security Analysis
- Series 7
- Series 66
- Wealth Management
- Asset Managment
- Equities
- Wealth Management Services
- Uniform Combined State Law
- Asset Management
- Strategy
- Private Equity
- Financial Analysis
- Financial Modeling
- Financial Services
- Due Diligence
- Investment Management
- Valuation
- Finance
- Strategic Financial Planning
- Corporate Finance
- Bloomberg
- Financial Planning
- Leadership
- Team Building
- Eos
- PowerPoint
- Business Strategy
- Management
- New Business Development
- Strategic Planning
- Research
- Public Speaking
Jeff Teare Summary
- Jeff Teare, based in San Francisco, CA, US, is currently a Vice President at First Trust. Jeff Teare brings experience from previous roles at Guggenheim Partners, EOS International, Ravinia Festival and UBS Wealth Management. Jeff Teare holds a 2007 - 2008 Master of Accounting Science in Graduate Minor in Finance @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Asset Allocation, Charitable Giving Strategies, Equity Valuation, Investments, Portfolio Management and more. Jeff Teare has 2 emails and 1 mobile phone numbers on RocketReach.
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