Jerry Shpak Email & Phone Number
Financial Advisor @ Investment Professionals, Inc.
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Jerry Shpak Location
- Putnam, CT, US
Jerry Shpak Work
- 2014 -now Financial Advisor @
- 2000 -2014 Vice President @ SpencerBANK
Jerry Shpak Education
- California State Polytechnic University-Pomona
Jerry Shpak Skills
- Banking
- Wealth Management
- Financial Analysis
- Estate Planning
- Investments
- Retirement Planning
- Asset Allocation
- Asset Management
- Portfolio Management
- Finance
- Series 7
- Mutual Funds
- Series 63
- Securities
- Financial Advisory
- Alternative Investments
- Customer Service
- Financial Services
- Retirement
- Insurance
- Financial Planning
- Risk Management
- Investment Advisory
- Strategic Planning
- Strategy
- Budgets
- Project Management
Jerry Shpak Summary
- Jerry Shpak, based in Putnam, CT, US, is currently a Financial Advisor at Investment Professionals, Inc.. Jerry Shpak brings experience from previous roles at SpencerBANK. Jerry Shpak holds a California State Polytechnic University-Pomona. With a robust skill set that includes Banking, Wealth Management, Financial Analysis, Estate Planning, Investments and more. Jerry Shpak has 2 emails and 2 mobile phone numbers on RocketReach.
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