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Jeffrey Rand Location
Detroit, MI, US
Jeffrey Rand Work
2025 -now Vice President - SR Private Client Financial Advisor @
2022 -2025 VP - Regional Director @
2020 -2022 Wealth Management - Executive @ Cornerstone Community Financial, Auburn Hills, MI
2014 -2020 Branch Manager @
2011 -2014 SVP Regional Manager @ Merrill Lynch / Bank of America
2006 -2011 Associate Director @
1990 -2006 Branch Manager @ Smith Barney
Jeffrey Rand Education
Michigan State University
Bachelor of Arts (B.A.) (Finance and Financial Management Services)
Jeffrey Rand Skills
Equities
Fixed Income
Capital Markets
Wealth Management
Investments
Portfolio Management
Asset Management
Series 7
Alternative Investments
Financial Analysis
Securities
Asset Allocation
Investment Advisory
Mutual Funds
Project Management
Team Building
Strategic Planning
New Business Development
Jeffrey Rand Summary
Jeffrey Rand, based in Detroit, MI, US, is currently a Vice President - SR Private Client Financial Advisor at Citizens Wealth Management. Jeffrey Rand brings experience from previous roles at Citizens, Cornerstone Community Financial, Auburn Hills, MI, Fidelity Investments and Merrill Lynch / Bank of America. Jeffrey Rand holds a Bachelor of Arts (B.A.) in Finance and Financial Management Services @ Michigan State University. With a robust skill set that includes Equities, Fixed Income, Capital Markets, Wealth Management, Investments and more. Jeffrey Rand has 2 emails on RocketReach.
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