Jeff Teran Email & Phone Number
Senior Wealth Advisor @ First Western Advisors
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Jeff Teran Location
- Sandy, UT, US
Jeff Teran Work
- Senior Wealth Advisor @ (December 2006 - Present)
- Director of Finance @ (December 2006 - December 2010)
- Operations Manager @ (May 2004 - December 2006)
- Compliance and Trading and Administration @ (January 2001 - May 2004)
Jeff Teran Education
- Villanova University Charles Widger School of Law
Master's of Taxation
2023-2026 - Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis (Finance and Financial Management Services)
- University of Utah - David Eccles School of Business
Bachelor of Science (BS) (Finance)
- University of Utah - David Eccles School of Business
Master's degree (Finance)
- University of Utah - David Eccles School of Business
Bachelor of Arts (BA) (Marketing)
Jeff Teran Skills
- Analytical Skills
- Planning Software
- Financial Planning Software
- Accounting Software
- Fixed-Income Investing
- Problem Solving
- Microsoft Excel
- Client Relations
- Certified Financial Planner
- Balance Sheet Review
- Investments
- Portfolio Management
- Strategic Financial Planning
- Retirement Planning
- Finance
- Financial Planning
- Series 7
- Asset Allocation
- Wealth Management
- FINRA
Jeff Teran Summary
- Jeff Teran, based in Sandy, UT, US, is currently a Senior Wealth Advisor at First Western Advisors. Jeff Teran brings experience from previous roles at First Western Advisors. Jeff Teran holds a 2023 - 2026 Master's of Taxation @ Villanova University Charles Widger School of Law. With a robust skill set that includes Analytical Skills, Planning Software, Financial Planning Software, Accounting Software, Fixed-Income Investing and more. Jeff Teran has 2 emails and 1 mobile phone numbers on RocketReach.
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