Jeffrey West Email & Phone Number

Partner @ FINANCIAL COMPASS GROUP, LLC

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Jeffrey West's Location

Wellesley, MA, US

Jeffrey West's Work

Partner @ FINANCIAL COMPASS GROUP, LLC
Financial Professional @ Equitable Advisors
Financial Professional @ AXA Advisors, LLC

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Financial Professional @ AXA Advisors, LLC
Partner @ Cohen & Associates, P.C.
Financial Professional @ Cohen & Associates, P.C.
Various Controller Positions @ Edward R. Marden Corp/Olde Forge Realty
Various CPA Positions @ Touche Ross/Ziner & Co

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Jeffrey West's Education

Bentley University - McCallum Graduate School of Business
1980 - 1983
Boston University - School of Management

Jeffrey West's Skills

Alternative Investments
Estate Planning
Financial Advisory

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Series 63
Planning
Fixed Annuities
Pensions
Business Succession Strategies
Retirement Income Strategies
Retirement Planning

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Jeffrey West's Summary

Jeffrey West, based in Wellesley, MA, US, is currently a Partner at Financial Compass Group, LLC, bringing experience from previous roles at Equitable Advisors, AXA Advisors, LLC and Cohen West & Associates. Jeffrey West holds a 1980 - 1983 Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Planning and more, Jeffrey West contributes valuable insights to the industry. Jeffrey West has 4 emails and 1 mobile phone number on RocketReach.

Jeffrey West Email Address

Found 4 email address listings:

Jeffrey West Phone Number

Found 6 phone numbers:

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Jeffrey West

Owner - General Dentist at Dr. Jeffrey West, DMD

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Jeffrey West

Partner Engineer and Technical Architect at Microsoft

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Kevia Jeffrey-West

President at Kevia, LLC

Portland, OR, US

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Jeffrey West

Partner at FINANCIAL COMPASS GROUP, LLC

Wellesley, MA, US

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