Jeffrey Bard Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Jeffrey Bard Location
- Albuquerque, NM, US
Jeffrey Bard Work
- Wealth Management Advisor, Senior Vice President @ (July 2014 - Present)
- Personal Banker @ (July 2008 - April 2011)
Jeffrey Bard Education
- University of New Mexico
Bachelor's Degree
2010-2014
Jeffrey Bard Skills
- Estate Planning Strategies and Wealth Transfer
- Estate and Retirement Planning Services
- Family Wealth Management Strategies
- Finance and Investment
- Investment Advisor
- Portfolio Analysis
- Retirement Planning
- Retirement and Investing Planning
- Wealth Management
Jeffrey Bard Summary
- Jeffrey Bard, based in Albuquerque, NM, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Jeffrey Bard brings experience from previous roles at Consumer Banking. Jeffrey Bard holds a 2010 - 2014 Bachelor's Degree @ University of New Mexico. With a robust skill set that includes Estate Planning Strategies and Wealth Transfer, Estate and Retirement Planning Services, Family Wealth Management Strategies, Finance and Investment, Investment Advisor and more. Jeffrey Bard has 2 emails and 1 mobile phone numbers on RocketReach.
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