Jeffrey Email & Phone Number
Financial Advisor, First Vice President - Investment Officer @ Wells Fargo Advisors
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Jeffrey Location
- Pasadena, CA, US
Jeffrey Work
- 2024 -now Financial Advisor, First Vice President - Investment Officer @
- 2024 -2024 Vice President - Sr. Wealth Relationship Manager @
- 2016 -2024 Vice President - Premier Relationship Advisor @
- 2013 -2016 Private Wealth Manager @
- 2012 -2013 Strategic and Operations Consultant @
- 2009 -2011 Financial Advisor @
- 2005 -2009 Senior Wholesale Account Executive and Regional Business Development Manager @
- 2004 -2005 Wholesale Account Executive @
- 1998 -2004 Finance Manager @
Jeffrey Education
- Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration - MBA (EMBA)
2010-2012 - California State University, Long Beach
BA (Fine/Studio Arts, General)
1994-1996
Jeffrey Skills
- Financial Analysis
- Mortgage Lending
- Credit
- Portfolio Management
- Loans
- Investments
- Finance
- Business Planning
- Strategy
- Analysis
- Real Estate
- Loan Origination
- Strategic Planning
- Valuation
- Strategic Financial Planning
- Wealth Management
- Mortgage Banking
- FHA
- Refinance
- Residential Mortgages
- Credit Analysis
- Financial Modeling
- Series 7
- VA loans
- Negotiation
- Financial Services
- Risk Management
- Forecasting
- Underwriting
- Banking
- Business Development
- Executive Management
- Management
- Budgets
- Strategic Financial
- Securities
- Project Management
- Software Development Life Cycle
Jeffrey Summary
- Jeffrey, based in Pasadena, CA, US, is currently a Financial Advisor, First Vice President - Investment Officer at Wells Fargo Advisors. Jeffrey brings experience from previous roles at HSBC Securities (USA) Inc., East West Bank and Independent Contractor. Jeffrey holds a 2010 - 2012 Master of Business Administration - MBA in EMBA @ Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Financial Analysis, Mortgage Lending, Credit, Portfolio Management, Loans and more. Jeffrey has 2 emails and 1 mobile phone numbers on RocketReach.
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