Jeffrey Place Email & Phone Number
Founder
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Jeffrey Place Location
- South Carolina, United States
Jeffrey Place Work
- 2023 -now Founder @ Bespoke Distribution Solutions
- 2023 -now Independent Trustee @ LoCorr Funds
- 2017 -2023 Founder and CEO @ Bespoke Distribution Solutions LLC
- 2017 -2020 MANAGING DIRECTOR - HEAD OF US DISTRIBUTION @ Universal Access Bonds
- 2008 -2016 IVY INVESTMENTS @
- 2006 -2007 ALLIANCEBERNSTEIN INVESTMENTS @
- 2002 -2006 WM FUNDS DISTIBUTOR INC @
- 1998 -2001 LIBERTY FUNDS DISTRIBUTORS @
- 1991 -1996 PUTNAM INVESTMENTS @
Jeffrey Place Education
- University of Nebraska-Lincoln
Bachelor of Science (BS) (Business Administration and Management, General)
Jeffrey Place Skills
- Wealth Management
- Investments
- Asset Managment
- Securities
- Asset Allocation
- Investment Strategies
- Asset Management
- Alternative Investments
- Fixed Annuities
- Retirement Planning
- Investment Advisory
- Series 7
- Retirement
- Mutual Funds
- Financial Services
- Series 63
- Equities
- 401k
- Hedge Funds
- Portfolio Management
- Marketing
- Marketing Strategy
- Strategy
- Private Equity
- Investment Products
- Series 51
- Series 24
Jeffrey Place Summary
- Jeffrey Place, based in South Carolina, United States, is currently a Founder at Bespoke Distribution Solutions. Jeffrey Place brings experience from previous roles at LoCorr Funds, Bespoke Distribution Solutions LLC, Universal Access Bonds and - Senior Vice President , Head of Sales. Jeffrey Place holds a Bachelor of Science (BS) in Business Administration and Management, General @ University of Nebraska-Lincoln. With a robust skill set that includes Wealth Management, Investments, Asset Managment, Securities, Asset Allocation and more. Jeffrey Place has 2 emails and 2 mobile phone numbers on RocketReach.
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