Jeffrey Souza Email & Phone Number
Senior Vice-President and Branch Director @ RBC Wealth Management
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Jeffrey Souza Location
- Eagle, ID, US
Jeffrey Souza Work
- 2021 -now Senior Vice-President and Branch Director @
- 2020 -now Fire Commissioner @
Jeffrey Souza Education
- Montana State University-Billings
B.S. (Organizational Leadership)
2004-2005 - The University of Montana
(Economics, Political Science, History)
1986-1992 - Billings Senior High School 1983-1986
Jeffrey Souza Skills
- Retirement Planning
- Securities
- Investment Advisory
- Wealth Management
- 401k
- Series 63
- Asset Allocation
- Mutual Funds
- Investments
- Retirement
- Series 7
- Estate Planning
- Investment Strategies
- Small Business
- Strategic Financial Planning
- Financial Planning
Jeffrey Souza Summary
- Jeffrey Souza, based in Eagle, ID, US, is currently a Senior Vice-President and Branch Director at RBC Wealth Management. Jeffrey Souza brings experience from previous roles at North Ada County Fire & Rescue. Jeffrey Souza holds a 2004 - 2005 B.S. in Organizational Leadership @ Montana State University-Billings. With a robust skill set that includes Retirement Planning, Securities, Investment Advisory, Wealth Management, 401k and more. Jeffrey Souza has 2 emails and 1 mobile phone numbers on RocketReach.
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