Jeffrey Shell Email & Phone Number

First Vice President - Wealth Management @ UBS Group AG

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Jeffrey Shell Location

Winter Haven, FL, US

Jeffrey Shell Work

2008 - now First Vice President - Wealth Management @ UBS Group AG
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2001 - 2008 Vice President - Investments @ Morgan Stanley
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1990 - 2001 Financial Advisor @ Merrill Lynch
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Jeffrey Shell Skills

Retirement
Investment Management
Investment Strategies

Financial Planning

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Jeffrey Shell Summary

Jeffrey Shell, based in Winter Haven, FL, US, is currently a First Vice President - Wealth Management at UBS. Jeffrey Shell brings experience from previous roles at Morgan Stanley and Merrill Lynch. With a robust skill set that includes Retirement, Investment Management, Investment Strategies, Financial Planning and more. Jeffrey Shell has 4 emails and 4 mobile phone numbers on RocketReach.

Jeffrey Shell Emails

Found 4 emails

Jeffrey Shell Phone Numbers

Found 6 phone numbers

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Geoff Shell

Founder and CEO at Modal Media Group, LLC

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Jeffrey Shell

Account Specialist Workflow Coordinator at U.S. Bank

St. Louis, MO, US
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Amir Lev

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Edmund Koh

Chairman UBS Asia Pacific at UBS Group AG

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Yeong-Wei Chua

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Wiwi Gutmannsbauer

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