Jeff Whynot Email & Phone Number
Portfolio Manager @ First National Bank - Maine
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Jeff Whynot Location
- Fountain Hills, AZ, US
Jeff Whynot Work
- Financial Advisor @ (January 2019 - Present)
- Portfolio Manager @ (March 2018 - Present)
- Financial Wellness Specialist @ MERRILL LYNCH (May 2010 - Present)
- Financial Solutions Advisor @ (June 2015 - July 2015)
- Community Manager @ (April 2014 - September 2014)
- Financial Solutions Advisor @ (January 2010 - January 2014)
- Vice President of Client Relations @ Harrington Wealth Management, Inc (June 2008 - January 2011)
- Financial Advisor @ (June 2005 - June 2007)
- Financial Consultant @ Meridian Bank (January 2004 - January 2006)
Jeff Whynot Education
- Yale University
B.A. (Administrative Science)
1977-1981
Jeff Whynot Skills
- Retirement
- Financial Services
- Services
- Solutions
- Sales Management
- Investments
- Financial Advisory
- Project Management
- Management
- Retirement Planning
- Microsoft Excel
- Financial Analysis
- Microsoft Office
- Client Relations
- Leadership
- New Business Development
- Asset Management
- Customer Service
- Sales
- Finance
- Mutual Funds
Jeff Whynot Summary
- Jeff Whynot, based in Fountain Hills, AZ, US, is currently a Portfolio Manager at First National Bank - Maine. Jeff Whynot brings experience from previous roles at USAA, MERRILL LYNCH, Merrill Edge and Holiday Retirement. Jeff Whynot holds a 1977 - 1981 B.A. in Administrative Science @ Yale University. With a robust skill set that includes Retirement, Financial Services, Services, Solutions, Sales Management and more. Jeff Whynot has 2 emails on RocketReach.
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