Jeremy White's Location
Miami, FL, US
Jeremy White's Work
- Financial Planner @ Integrated Financial Partners
- Financial Planner @ Financial Services Company
- Business Analyst @ Liberty Mutual Insurance
Jeremy White's Education
- College for Financial Planning
Chartered Retirement Planning Counselor® (Retirement Planning)
- University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.) (Business Administration / Management Information Systems)
1998 - 2002 - Portsmouth High School1994 - 1998
Jeremy White's Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Securities
- Investment Strategies
- Financial Reporting
- Investments
- *For Sophisticated Investors
- Fixed Annuities
- Finance
Jeremy White's Summary
Jeremy White, based in Miami, FL, US, is currently a Financial Planner at Integrated Financial Partners, bringing experience from previous roles at Ameriprise Financial Services, Inc. and Liberty Mutual Insurance. Jeremy White holds a Chartered Retirement Planning Counselor® in Retirement Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Securities, Investment Strategies and more, Jeremy White contributes valuable insights to the industry. Jeremy White has 7 emails and 1 mobile phone number on RocketReach.
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