Jeffrey Ngo Email & Phone Number
Financial Advisor, Vice President – Investments @ Wells Fargo Advisors
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Jeffrey Ngo Location
- California, United States
Jeffrey Ngo Work
- Financial Advisor, Vice President – Investments @ (August 2021 - Present)
- Vice President – Investments, J.P. Morgan Private Client Advisor @ (November 2016 - August 2021)
- Vice President, Financial Solutions Advisor @ (March 2015 - November 2016)
- Investment Consultant @ (July 2014 - March 2015)
- Financial Advisor @ (November 2013 - April 2014)
- Personal Banker @ (November 2009 - November 2013)
Jeffrey Ngo Education
- California State University-Sacramento
Bachelor of Science (B.S.) (Business Administration. Emphasis in Marketing)
2003-2008
Jeffrey Ngo Skills
- Social Media
- Sales
- Public Relations
- Social Networking
- Salesforce.com
- Event Planning
- Social Media Marketing
- Management
- Marketing Strategy
- Business Development
- Sales Management
- Email Marketing
- Account Management
- Marketing
- Customer Service
- Finance
- Investments
- Leadership
- Microsoft Office
- Banking
- Microsoft Excel
- Credit
- Financial Services
- Financial Analysis
- Financial Planning
- Portfolio Management
- Loans
- Mortgage Lending
- Retirement Planning
- Mutual Funds
- Relationship Management
- Insurance
- Wealth Management
- Risk Management
- Microsoft Word
- Series 7
- Team Building
- Project Management
Jeffrey Ngo Summary
- Jeffrey Ngo, based in California, United States, is currently a Financial Advisor, Vice President – Investments at Wells Fargo Advisors. Jeffrey Ngo brings experience from previous roles at JPMorgan Chase Bank, N.A., Merrill Edge, Scottrade and Merrill Lynch. Jeffrey Ngo holds a 2003 - 2008 Bachelor of Science (B.S.) in Business Administration. Emphasis in Marketing @ California State University-Sacramento. With a robust skill set that includes Social Media, Sales, Public Relations, Social Networking, Salesforce.com and more. Jeffrey Ngo has 3 emails and 2 mobile phone numbers on RocketReach.
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