Jeffrey Rodgers Email & Phone Number
Senior Wealth Advisor @ Charles Schwab
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Jeffrey Rodgers Location
- Indianapolis, IN, US
Jeffrey Rodgers Work
- Senior Wealth Advisor @ (July 2015 - Present)
- Portfolio Consultant @ (January 2003 - June 2015)
- Investment Specialist at the Indianapolis Branch Office @ (November 2000 - January 2003)
- Business Development Specialist @ (May 1997 - November 2000)
- Registered Representative @ (November 1995 - May 1997)
Jeffrey Rodgers Education
- Butler University
MBA (Organizational Leadership)
1998-2001 - Indiana University Indianapolis
Business (Finance)
1989-1994
Jeffrey Rodgers Skills
- Healthcare
- Microsoft Office
- Project Management
- Investments
- Finance
- Operational Risk
- Banking
- Risk Management
- Financial Risk
- Commercial Banking
- Portfolio Management
- Credit Risk
- Operational Risk Management
- Credit
- Accounting
- Treasury
- Enterprise Risk Management
- Financial Services
- Liquidity Risk
Jeffrey Rodgers Summary
- Jeffrey Rodgers, based in Indianapolis, IN, US, is currently a Senior Wealth Advisor at Charles Schwab. Jeffrey Rodgers brings experience from previous roles at Charles Schwab. Jeffrey Rodgers holds a 1998 - 2001 MBA in Organizational Leadership @ Butler University. With a robust skill set that includes Healthcare, Microsoft Office, Project Management, Investments, Finance and more. Jeffrey Rodgers has 2 emails and 3 mobile phone numbers on RocketReach.
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