Jeffrey Stone Email & Phone Number
Regional Vice President - West @ Megatel Capital Investment
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Jeffrey Stone Location
- Denver, CO, US
Jeffrey Stone Work
- 2026 -now Regional Vice President - West @
- 2026 -2026 Alternative Investment Wholesaler | Private Markets | Open to New Opportunities @
- 2022 -2026 Regional Vice President, West @
- 2020 -2022 Managing Director @
- 2016 -2020 Managing Director @ Evolv Capital Partners
- 2015 -2016 Managing Vice President - National Sales @
- 2013 -2014 Regional Sales Director @
- 2014 -2016 President and Chief Executive Officer @ MDS Securities, LLC
- 2010 -2013 Managing Director, Institutional Relationships @
- 2004 -2010 Vice President, Client Services - Wealth Managment @
- 2002 -2004 Director, Southern California Regional Office @
- 1995 -2002 Various Positions @
- 1987 -1994 Regional Customer Service Supervisor @
Jeffrey Stone Education
- University of Denver - Daniels College of Business
MBA (Business)
1998 - University of Southern California
Bachelor of Arts - BA (International Relations and Affairs)
1981-1986 - University of Southern California
Bachelor of Arts - BA (International Relations/Business)
1986 - Foothill High School
Jeffrey Stone Skills
- Wealth Management
- Strategic Financial Planning
- Leadership
- Series 7
- Retirement
- Financial Advisory
- Mutual Funds
- Financial Services
- Customer Service
- Investments
- Securities
- Investment Strategies
- Fixed Annuities
- Wealth Management Services
- Retirement Planning
- 401k
- Investment Advisory
- Call Centers
- Portfolio Management
- Insurance
- Relationship Management
- Asset Allocation
- Program Management
- Financial Planning
- FINRA
- Series 63
- Pensions
- IRAs
- Equities
- Asset Management
- Financial Analysis
- Banking
- Estate Planning
- Series 24
- Cross-functional Team Leadership
- Financial Modeling
- Mortgage Lending
- Hedge Funds
- Investment Management
- Alternative Investments
- Capital Markets
- Loans
- Strategic Leadership
- Series 6
- Asset Managment
- Management
- Supervisor
- Call Center
- Account Management
- Strategic Planning
- SAN
- Sales Management
- Marketing
- Cross Functional Team Leadership
- Sce
- Project Management
Jeffrey Stone Summary
- Jeffrey Stone, based in Denver, CO, US, is currently a Regional Vice President - West at Megatel Capital Investment. Jeffrey Stone brings experience from previous roles at No-company. (Self-employed.), Ashford Securities LLC, Clir Capital and Evolv Capital Partners. Jeffrey Stone holds a MBA in Business @ University of Denver - Daniels College of Business. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Leadership, Series 7, Retirement and more. Jeffrey Stone has 3 emails and 3 mobile phone numbers on RocketReach.
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Jeffrey Stone
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