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Jeffrey Shell Location
Winter Haven, FL, US
Jeffrey Shell Work
2008 -now First Vice President - Wealth Management @
2001 -2008 Vice President - Investments @
1990 -2001 Financial Advisor @
Jeffrey Shell Skills
Retirement
Investment Management
Investment Strategies
Financial Planning
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 1 emails and 4 mobile phone numbers on RocketReach.
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