Jeffrey W. Email & Phone Number
Wealth Management Strategist @ Centerline Wealth Advisors
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Jeffrey W. Location
- Louisville, KY, US
Jeffrey W. Work
- 2025 -now Wealth Management Strategist @
- 2023 -2025 Wealth Advisor @
- 2019 -2022 Mortgage Loan Originator @
- 2018 -2019 Field Agent @
- 2017 -2018 Internal Wholesaler @
- 2016 -2017 Investment Representative @
- 2015 -2016 Personal Banker II (bilingual) @
- 2014 -2015 Personal Banker I @
- 2012 -2014 Bilingual Customer Service Rep @
Jeffrey W. Education
- Murray State University
Bachelor of Business Administration (B.B.A.) (Business Administration and Spanish)
2007-2012 - Universidad Carlos III de Madrid
Bachelor of Business Administration (BBA) (Business Administration and Spanish)
2010-2010
Jeffrey W. Summary
- Jeffrey W., based in Louisville, KY, US, is currently a Wealth Management Strategist at Centerline Wealth Advisors. Jeffrey W. brings experience from previous roles at Yellow Cardinal Advisory Group, AmeriSave Mortgage Corporation, Kemper and Nationwide Financial. Jeffrey W. holds a 2007 - 2012 Bachelor of Business Administration (B.B.A.) in Business Administration and Spanish @ Murray State University. Jeffrey W. has 5 emails and 5 mobile phone numbers on RocketReach.
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