2019 -2025 Senior Vice President and Wealth Management @
2019 -2025 First Vice President and Wealth Management @
2017 -2025 Financial Advisor @
2015 -2017 Financial Consultant @
2007 -2015 Assistant Vice President - Investments @
2004 -2007 Financial Advisor @
2001 -2004 Assistant Director of Undergraduate Admissions @
Jeffrey Pollard Education
Saint Michael's College
Bachelor of Science (Psychology, Business)
1997-2001
Saratoga Springs High School
Regents
1994-1997
Jeffrey Pollard Skills
Retirement Planning
Investments
Investment Strategies
Financial Advisory
Bonds
Life Insurance
ETFs
Long Term Care Insurance
Stocks
Alternative Investments
Fixed Income
Municipal Bonds
Investment Advisory
Insurance
Mutual Funds
Wealth Management
Trading
Marketing
Customer Service
Project Management
Research
Jeffrey Pollard Summary
Jeffrey Pollard, based in Saratoga Springs, NY, US, is currently a Men’s Lacrosse Coach at Skidmore College. Jeffrey Pollard brings experience from previous roles at Rockefeller Capital Management and Janney Montgomery Scott LLC. Jeffrey Pollard holds a 1997 - 2001 Bachelor of Science in Psychology, Business @ Saint Michael's College. With a robust skill set that includes Retirement Planning, Investments, Investment Strategies, Financial Advisory, Bonds and more. Jeffrey Pollard has 3 emails and 2 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.