Jeff Tipton Email & Phone Number
Financial Consultant @ Charles Schwab
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Jeff Tipton Location
- Kansas City, MO, US
Jeff Tipton Work
- 2020 -now Financial Consultant @
- 2020 -2024 Senior Financial Consultant @
- 2004 -2021 Branch Manager @
- 1998 -2004 Stockbroker @
Jeff Tipton Education
- Wichita State University
BA, MBA (Finance)
1997-2003
Jeff Tipton Skills
- Securities
- Equities
- Portfolio Management
- Options
- Series 63
- Investments
- Series 7
- Customer Service
- Mutual Funds
- Asset Allocation
- Financial Services
- FINRA
- Investment Strategies
- Series 24
- Trading
- Wealth Management
- Team Building
- Sales
- Strategic Planning
- Marketing
- Microsoft Excel
- Management
- Project Management
Jeff Tipton Summary
- Jeff Tipton, based in Kansas City, MO, US, is currently a Financial Consultant at Charles Schwab. Jeff Tipton brings experience from previous roles at TD Ameritrade and Scottrade. Jeff Tipton holds a 1997 - 2003 BA, MBA in Finance @ Wichita State University. With a robust skill set that includes Securities, Equities, Portfolio Management, Options, Series 63 and more. Jeff Tipton has 3 emails and 2 mobile phone numbers on RocketReach.
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