Jeff Winters Email & Phone Number
Senior Vice President, Financial Advisor
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Jeff Winters Location
- New York, NY, US
Jeff Winters Work
- 2021 -now Senior Vice President, Financial Advisor @ Morgan Stanley
- 2013 -2021 First Vice President @
- 2010 -2013 Senior Fixed Income Specialist @
- 2002 -2010 Senior Fixed Income Specialist @
- 1995 -1998 Fixed Income Advisor @
- 1994 -1995 Financial Advisor @
Jeff Winters Education
- Saint Leo University
BA in Business Administration (Marketing)
1990-1994
Jeff Winters Skills
- Investments
- Wealth Management
- Advice Beyond Investing
- Financial Planning
- Estate Planning
- Corporate Solutions
- Retirement Plans
- 401K
- Non-qualified Deferred Compensation Plans
- Risk Management
- Capital Preservation
- Asset Management
- Portfolio Management
- Income-Driven Strategies
- Income Driven Strategies
- Non Qualified Deferred
- Accounting
- Fixed Income
- Non Qualified Deferred Compensation Plans
- Account Management
- Sales
- Business Development
- Microsoft Excel
- Customer Service
Jeff Winters Summary
- Jeff Winters, based in New York, NY, US, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Jeff Winters brings experience from previous roles at UBS, TD Ameritrade, AXA Advisors and RBC. Jeff Winters holds a 1990 - 1994 BA in Business Administration in Marketing @ Saint Leo University. With a robust skill set that includes Investments, Wealth Management, Advice Beyond Investing, Financial Planning, Estate Planning and more. Jeff Winters has 1 emails and 4 mobile phone numbers on RocketReach.
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