Jeffrey Bruce Email & Phone Number
Wealth Advisor @ Exemplar Financial Network, LLC
5 free lookup(s).
Jeffrey Bruce Location
- Crystal Lake, IL, US
Jeffrey Bruce Work
- 2009 - now Wealth Advisor @
- 2007 - 2015 State Director of Communications and Public Events @
- 2004 - 2009 Advanced FInancial Advisor @
- 1999 - 2004 Concierge @
- 1991 - 1996 Marine @
Jeffrey Bruce Education
- Defense Acquisition University
Security Cooperation Workforce Management (International Relations and National Security Studies)
2021 - 2022 - Broadridge Institute
Accredited Investment Fiduciary, AIF
2021 - 2022 - Columbia Southern University
Master of Business Administration (M.B.A.) (M.B.A. in Finance)
2014 - 2017 - Phoenix College
Bachelors (Business, Management, Marketing, and Related Support Services)
2000 - 2003 - Bremen HS
Diplomia (General)
1988 - 1992
Jeffrey Bruce Skills
- Global Marketing
- Planning
- Financial Planning
- Project Management
- Wealth Management
- Training
- Marketing
- Financial Services
- Maritime
- Leadership
- Services
- Strategic Planning
- Public Speaking
Jeffrey Bruce Summary
- Jeffrey Bruce, based in Crystal Lake, IL, US, is currently a Wealth Advisor at Exemplar Financial Network. Jeffrey Bruce brings experience from previous roles at Financial Planning Association, Ameriprise Financial Services, Inc., Ambius and United States Marine Corps. Jeffrey Bruce holds a 2021 - 2022 Security Cooperation Workforce Management in International Relations and National Security Studies @ Defense Acquisition University. With a robust skill set that includes Global Marketing, Planning, Financial Planning, Project Management, Wealth Management and more. Jeffrey Bruce has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Exemplar Financial Network, LLC Employees
Jennifer Johnson
Executive Vice President
Crystal Lake, IL, US
Jeffrey Bruce
Wealth Advisor
Crystal Lake, IL, US
Dave Hubbard
CEO and Founder
Crystal Lake, IL, US
Shaun Tessmer
Vice President Of Business Development
Crystal Lake, IL, US
Laurie Malone
Client Services Director
Wheeling, IL, US
Samantha Lerette
Manager of Client Services
Crystal Lake, IL, US
Cameron Hubbard
Wealth Advisor
Crystal Lake, IL, US
Devon Hubbard
Vice President, Business Development
Crystal Lake, IL, US
Wayne Pover
Wealth Advisor
Crystal Lake, IL, US
Penny Schwall
Director of First Impressions
Crystal Lake, IL, US
Trish Kaiser
Director of First Impressions
Crystal Lake, IL, US
Jared Tryon
Wealth Advisor
Chicago, IL, US
Jade Vangeisen
Administrative Assistant
Beloit, WI, US
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