Jeffrey Wolfe Location
- Manhattan Beach, CA, US
Jeffrey Wolfe Work
- 2025 - now Agent @
- 2025 - now Registered Investment Advisor @
- 2020 - 2025 Agent @
- 2020 - 2025 Financial Advisor @
- 2020 - 2025 Financial Services Professional @
- 2014 - 2020 Financial Advisor @
- 2009 - 2014 Financial Advisor @
- 2006 - 2009 Financial Advisor @
Jeffrey Wolfe Education
- Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
- Marymount California University
- Kaplan University
- El Camino College
Jeffrey Wolfe Skills
- Retirement Planning
- Estate Planning
- Permanent Life Insurance
- Personal Finance
- Investments
- Asset Protection
- Risk Management
- Wealth Preservation Planning
- Leadership
- Management
- Project Management
- Research
- Marketing Strategy
- Financial Analysis
- Sales
- Financial Planning
- Series 7
- Inheritance Tax Planning
- Finance
- Alternative Investments
- Customer Relationship Management Crm
- Public Speaking
- Client Relations
- Fixed Income
- Salesforce
- Account Management
- Microsoft PowerPoint
- Portfolio Management
- Business Development
- Communication
- Asset Allocation
- Google Docs
- Financial Services
- Wealth Management
- Equities
- Microsoft Office
- Microsoft Word
- Asset Management
- Microsoft Excel
- Customer Service
- Interpersonal Skills
- Customer Relationship Management
Jeffrey Wolfe Summary
- Jeffrey Wolfe, based in Manhattan Beach, CA, US, is currently a Agent at National Life Group. Jeffrey Wolfe brings experience from previous roles at Equity Services, Inc., New York Life Insurance Company, Eagle Strategies, LLC and NYLIFE Securities LLC. Jeffrey Wolfe holds a Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Retirement Planning, Estate Planning, Permanent Life Insurance, Personal Finance, Investments and more. Jeffrey Wolfe has 2 emails and 2 mobile phone numbers on RocketReach.
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