Jeffrey Willard Location
Salt Lake City, UT, US
Jeffrey Willard Work
- 2015 - now Senior Financial Advisor @ Wells Fargo Advisors
- 2014 - 2015 Market Research Analyst @ Independent Contractor
- 2006 - 2014 Student Mentor, Business Programs @ Western Governors University
- 2008 - 2010 Business College Enrollment Team Lead @ Western Governors University
- 2008 - 2008 Sales Development Associate @ Allegiance (Now MaritzCX)
- 2006 - 2008 Team Lead, Scholarships Coordinator, Enrollment Counselor @ Western Governors University
- 2004 - 2006 Business College Recruiter @ University of Phoenix
- 2003 - 2004 Personal Banker, Treasure Management Sales and Support @ BMO Transportation Finance
- 1999 - 2003 Relationship Banker @ Bank One, Utah
- 1999 - 2000 Snowboard Instructor @ Snowbird Ski and Summer Resort
Jeffrey Willard Education
- Western Governors University
Master of Education (M.Ed.) (Learning & Technology)
2011 - 2013 - Western Governors University
Masters of Business Administration (Management & Strategy)
2007 - 2009 - University of Utah
Bachelor's Degree (Economics)
2000 - 2003
Jeffrey Willard Skills
- Mutual Funds
- Financial Advisory
- Stock Market
- Bond Markets
- IRAs
- 529 Plans
- Financial Services
- Retirement Planning
- Distance Learning
- Program Development
Jeffrey Willard Summary
Jeffrey Willard, based in Salt Lake City, UT, US, is currently a Senior Financial Advisor at Wells Fargo Advisors. Jeffrey Willard brings experience from previous roles at Independent Contractor, Western Governors University and Allegiance (Now MaritzCX). Jeffrey Willard holds a 2011 - 2013 Master of Education (M.Ed.) in Learning & Technology @ Western Governors University. With a robust skill set that includes Mutual Funds, Financial Advisory, Stock Market, Bond Markets, IRAs and more. Jeffrey Willard has 5 emails and 4 mobile phone numbers on RocketReach.
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