Jeff Whipple Email & Phone Number
Market Leader @ Fidelity Investments
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Jeff Whipple Location
- Scottsdale, AZ, US
Jeff Whipple Work
- 2025 -now Market Leader @
- 2021 -2025 Vice President, Regional Leader Advisory Services @
- 2020 -2021 SVP, Client Experience and Business Development Executive - Mountain Midwest Region @
- 2018 -2020 SVP, Small Business and Consumer Credit Leader - Mountain Midwest Region @
- 2014 -2018 SVP, Small Business Segment Leader - Mountain Midwest Region @
- 2008 -2014 Vice President, Regional Banking Market Executive @
- 2006 -2008 Licensed Branch Manager @
- 2004 -2008 Licensed Investment Consultant @
- 2004 -2006 Business Banking Relationship Manager @
- 2003 -2004 Personal Banker @
Jeff Whipple Education
- Pacific Coast Banking School
Honors Graduate, University of Washington, Seattle, WA
2011-2013 - University of Utah
Bachelor of Arts (BA) (Finance, General)
2003-2006
Jeff Whipple Skills
- Series 7
- Series 63
- Mortgage Lending
- Consumer Lending
- Speak Spanish
- Business Management
- Commercial Lending
- Insurance
- Investments
- Spanish
- Management
- Leadership
- Leadership Development
- Credit
- Retail Banking
- Sales
- Banking
- Cross Selling
- Credit Analysis
- Loans
- Commercial Banking
- Small Business Lending
- Business Analysis
- Strategic Planning
- Talent Management
- Strategy
- Talent Acquisition
- Employee Engagement
- Training
- Organizational Development
- Recruiting
- Consulting
- Mergers and Acquisitions
- Team Building
- Coaching
- Performance Management
- Succession Planning
- Professional Services
- Process Improvement
- Vendor Management
- Change Management
- Onboarding
- Learning Management Systems
- Organizational Effectiveness
- P&l Management
- Workforce Planning
- Business Process Improvement
- Risk Management
- P&l Responsibility
- Executive Development
Jeff Whipple Summary
- Jeff Whipple, based in Scottsdale, AZ, US, is currently a Market Leader at Fidelity Investments. Jeff Whipple brings experience from previous roles at Fidelity Investments and Wells Fargo. Jeff Whipple holds a 2011 - 2013 Honors Graduate, University of Washington, Seattle, WA @ Pacific Coast Banking School. With a robust skill set that includes Series 7, Series 63, Mortgage Lending, Consumer Lending, Speak Spanish and more. Jeff Whipple has 3 emails and 5 mobile phone numbers on RocketReach.
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