Jeffrey Holley Email & Phone Number
Financial Advisor and Portfolio Manager @ Detalus
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Jeffrey Holley Location
- St. Louis, MO, US
Jeffrey Holley Work
- 2013 -now Financial Advisor and Portfolio Manager @
- 2011 -2013 Investment Service Specialist II @
Jeffrey Holley Education
- University of Missouri-Columbia
Bachelor of Science (Business Administration; Marketing)
Jeffrey Holley Skills
- Investments
- Finance
- Portfolio Management
- Series 7
- Wealth Management
- Mutual Funds
- Securities
- Asset Allocation
- Retirement Planning
- Financial Analysis
- Strategic Financial Planning
- Credit
- Asset Management
- Fixed Annuities
- Equities
- Financial Modeling
- Banking
- Credit Analysis
- Fixed Income
- Strategic Financial
Jeffrey Holley Summary
- Jeffrey Holley, based in St. Louis, MO, US, is currently a Financial Advisor and Portfolio Manager at Detalus. Jeffrey Holley brings experience from previous roles at Edward Jones. Jeffrey Holley holds a Bachelor of Science in Business Administration; Marketing @ University of Missouri-Columbia. With a robust skill set that includes Investments, Finance, Portfolio Management, Series 7, Wealth Management and more. Jeffrey Holley has 2 emails and 1 mobile phone numbers on RocketReach.
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