Jeffrey Powell Email & Phone Number
Wealth Advisor, Partner @ Cornerstone Wealth Group, LLC
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Jeffrey Powell Location
- Aiken, SC, US
Jeffrey Powell Work
- 2016 -now Wealth Advisor, Partner @
- 2013 -2015 Relationship Manager @
- 2012 -2013 Analyst @ Laird Norton Tyee
- 2010 -2012 Owner, Senior Managing Member @ Reliance Wealth Management
- 2009 -2011 Partner, Financial Advisor @ Cela Advisors
- 2006 -2009 Financial Advisor @ Singer Xenos Wealth Management
- 2001 -2006 New Accounts @
- 2001 -2003 Director of Training @ On Line Trading
- 1995 -2001 Assistant Director of Housing @ University of Florida
- 1993 -1995 Residence Director @ University of Massachusetts - Amherst
- 1991 -1993 Complex Director @ College of the Holy Cross
- 1989 -1991 Residence Director @ SUNY College at Buffalo
Jeffrey Powell Education
- University of Miami
(Certified financial planner)
2008-2009 - University of Florida
Masters of Business Administration (Accounting and Finance)
1999-2001 - Buffalo State University
Masters of Science (Student Personel Administration)
1989-1991 - State University of New York at Fredonia
Bachelors of Arts (Political Science)
1985-1989 - Little Valley Central 1980-1985
Jeffrey Powell Skills
- Alternative Investments
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Electronic Trading
- Management
- Equities
- ETFs
- Investments
- Securities
- Asset Management
- Finance
- Asset Allocation
- Investment Advisory
- Asset Managment
- Retirement Planning
- Wealth Management
- Mutual Funds
Jeffrey Powell Summary
- Jeffrey Powell, based in Aiken, SC, US, is currently a Wealth Advisor, Partner at Cornerstone Wealth, LLC. Jeffrey Powell brings experience from previous roles at Highland Private Wealth Management, Laird Norton Tyee, Reliance Wealth Management and Cela Advisors. Jeffrey Powell holds a 2008 - 2009 University of Miami. With a robust skill set that includes Alternative Investments, Estate Planning, Portfolio Management, Strategic Financial Planning, Electronic Trading and more. Jeffrey Powell has 1 emails and 1 mobile phone numbers on RocketReach.
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