Personal Financial Representative @ (October 2013 - April 2020)
Wealth Planner @ (September 2012 - September 2013)
Financial Advisor @ 21st Century Financial (May 2009 - September 2012)
Intern @ (June 2008 - August 2008)
Jeffrey Trojan Education
Penn State University
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
2006-2009
Jeffrey Trojan Skills
Retirement Planning
Retirement
Estate Planning
Long-term Care
Strategic Financial Planning
Insurance
Wealth Management Services
College Education Planning
Life Insurance
Fixed Annuities
Customer Service
Financial Planning
Investments
Term Life Insurance
Financial Services
Series 63
Mutual Funds
IRAs
Banking
Public Speaking
Microsoft Office
Long Term Care
Management
Jeffrey Trojan Summary
Jeffrey Trojan, based in Pittsburgh, PA, US, is currently a Agency Principal at Wilson & Associates IPM/Erie Insurance. Jeffrey Trojan brings experience from previous roles at Trojan Insurance Agency, LLC, Allstate, Allstate Financial Services, LLC and Success Financial Solutions. Jeffrey Trojan holds a 2006 - 2009 Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ Penn State University. With a robust skill set that includes Retirement Planning, Retirement, Estate Planning, Long-term Care, Strategic Financial Planning and more.
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