Jeffrey Rolles Email & Phone Number
Director, Investment Strategy @ TruePlan
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jeffrey Rolles Location
- Malta, NY, US
Jeffrey Rolles Work
- Director, Investment Strategy @ (July 2026 - Present)
- Financial Advisor @ (March 2025 - July 2026)
- Financial Advisor @ (March 2025 - Present)
- Communications and Culture Manager @ (April 2023 - May 2024)
- Director @ (March 2023 - May 2024)
- HQ Division Leader @ (June 2022 - February 2023)
- Communications Advisor and CI Coordinator and Compliance Officer @ (March 2015 - July 2022)
- Sales and Program Leader @ Volunteer Eco Students Abroad (VESA) (January 2013 - December 2014)
Jeffrey Rolles Education
- Columbia University
Holistic Financial Coaching (Holistic Financial Coaching)
2025-2025 - TAFE Queensland
Diploma of Leadership and Management (Diploma of Leadership and Management)
2022-2022 - Southern Cross University
Bachelor of Business (Business, Management, Marketing, and Related Support Services)
2011-2013
Jeffrey Rolles Summary
- Jeffrey Rolles, based in Malta, NY, US, is currently a Director, Investment Strategy at TruePlan. Jeffrey Rolles brings experience from previous roles at Equitable Advisors, Neumann Steel Pty Ltd and Regen Australia. Jeffrey Rolles holds a 2025 - 2025 Holistic Financial Coaching in Holistic Financial Coaching @ Columbia University. Jeffrey Rolles has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeffrey Rolles?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co