Jeffrey Rand Email
Vice President - SR Private Client Financial Advisor @ Citizens Securities, Inc.
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Jeffrey Rand Location
- Detroit, MI, US
Jeffrey Rand Work
- Vice President - SR Private Client Financial Advisor @ (March 2025 - Present)
- VP - Regional Director @ (April 2022 - March 2025)
- Wealth Management - Executive @ Cornerstone Community Financial, Auburn Hills, MI (September 2020 - April 2022)
- Branch Manager @ (March 2014 - March 2020)
- SVP Regional Manager @ Merrill Lynch / Bank of America (November 2011 - February 2014)
- Associate Director @ (December 2006 - December 2011)
- Branch Manager @ Smith Barney (January 1990 - January 2006)
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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