Jeffrey West Email & Phone Number
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Jeffrey West Location
- Wellesley, MA, US
Jeffrey West Work
- Partner @ Financial Compass Group, LLC (January 2006 - Present)
- Financial Professional @ (January 2020 - Present)
- Financial Professional @ (March 2011 - January 2020)
- Financial Professional @ (January 2011 - January 2020)
- Partner @ Cohen West & Associates (January 1997 - January 2003)
- Financial Professional @ Cohen & Associates (January 1984 - January 1997)
- Various Controller Positions @ Edward R. Marden Corp/Olde Forge Realty (January 1980 - January 1984)
- Various CPA Positions @ Touche Ross/Ziner & Co (January 1977 - January 1980)
Jeffrey West Education
- Bentley University - McCallum Graduate School of Business
MBA (Finance)
1980-1983 - Questrom School of Business, Boston University
BSBA (Accounting)
1977
Jeffrey West Skills
- Business Succession Strategies
- Estate Planning Strategies
- Financial Planning IAR
- IRA Distribution Planning
- Insurance Services
- Investment Advisory Services
- Investment Planning
- Long-term Care Planning Strategies
- Retirement Planning Services
- Tax-efficient Investing Strategies
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Planning
- Fixed Annuities
- Pensions
- Retirement Income Strategies
- Retirement Planning
- IRAs
- Investments
- Series 6
- Asset Allocation
- Benefits
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Microsoft Excel
- Long Term Care Planning Strategies
- Training
- Retirement Plans
- Insurance Planning
- Design
- Tax Efficient Investing Strategies
- Services
- Series 7
- Finance
- Management
- Microsoft Office
Jeffrey West Summary
- Jeffrey West, based in Wellesley, MA, US, is currently a Partner at Financial Compass Group, LLC. Jeffrey West brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC and Cohen West & Associates. Jeffrey West holds a 1980 - 1983 MBA in Finance @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Business Succession Strategies, Estate Planning Strategies, Financial Planning IAR, IRA Distribution Planning, Insurance Services and more. Jeffrey West has 2 emails and 2 mobile phone numbers on RocketReach.
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