Jeff West Email & Phone Number
Relationship Manager, Retirement Plans @ SFP Wealth
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Jeff West Location
- Hingham, MA, US
Jeff West Work
- Relationship Manager, Retirement Plans @ (May 2021 - Present)
- National Relationship Manager- Retirement Plans @ (June 2018 - May 2021)
- 401(k) Consolidation Specialist @ (October 2015 - June 2018)
- Senior Customer Service Specialist @ (July 2014 - October 2015)
- Intern @ (June 2013 - January 2014)
- Vice President @ Harbormen Hockey Camp (June 2011 - August 2012)
- Sales Representative @ (December 2011 - January 2012)
Jeff West Education
- University of New Hampshire
Bachelor's degree (Finance)
2011-2014 - Hingham High School 2007-2010
Jeff West Skills
- 401(k) Retirement Savings Plans
- Articulation
- Business Relationship Management
- Consultative Selling
- Customer Service
- Defined Contribution
- Finance
- Financial Services
- HTML
- Leadership
- Management
- Managing Meetings
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Organizational Climate
- Partner Relationship Management
- PowerPoint
- Public Speaking
- Relationship Development
- Research
- Retirement Solutions
- Sales
- Sales Target Management
- Salesforce.com
- Social Media
- Social Networking
- Strategic Partner Relationship Management
- Subject Matter Experts
- Team Building
- Teamwork
- Time Management
- Travel Management
Jeff West Summary
- Jeff West, based in Hingham, MA, US, is currently a Relationship Manager, Retirement Plans at SFP Wealth. Jeff West brings experience from previous roles at John Hancock Retirement, John Hancock Financial Services and Boston Financial Data Services. Jeff West holds a 2011 - 2014 Bachelor's degree in Finance @ University of New Hampshire. With a robust skill set that includes 401(k) Retirement Savings Plans, Articulation, Business Relationship Management, Consultative Selling, Customer Service and more. Jeff West has 5 emails on RocketReach.
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