Jesse Porter Email & Phone Number
VP and Private Wealth Advisor @ Compound
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Jesse Porter Location
- Orange, CA, US
Jesse Porter Work
- VP and Private Wealth Advisor @ (April 2024 - Present)
- Wealth Advisor @ (December 2020 - April 2024)
- Financial Advisor @ (January 2019 - December 2020)
- Financial Consultant @ (October 2015 - January 2019)
Jesse Porter Education
- California State University, Long Beach
Bachelor of Arts - BA (Business Economics)
2014
Jesse Porter Skills
- Asset Allocation
- Balance Sheet Review
- CRM Software
- Cash Flow
- Cash Flow Forecasting
- Cash Flow Management
- Client Relations
- Communication
- Employee Benefits Design
- Estate Planning Strategies
- Executive Compensation Planning
- Finance
- Financial Advisory Services
- Financial Planning
- Financial Planning Software
- Fixed-Income Investing
- Holistic Financial Planning
- Investment Advisory Services
- Investments
- Leadership
- Life & Health Insurance Licenses
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- New Business Opportunities
- Pension Distribution Planning
- Performance Reporting
- Qualified Retirement Plans
- Relationship Building
- Reporting
- Retirement Plan Consulting
- Sales
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Management Strategies
- Wealth Preservation Planning
- company retirement plans
Jesse Porter Summary
- Jesse Porter, based in Orange, CA, US, is currently a VP and Private Wealth Advisor at Compound. Jesse Porter brings experience from previous roles at Five Oceans Advisors, AdvicePeriod and AXA Advisors, LLC. Jesse Porter holds a Bachelor of Arts - BA in Business Economics @ California State University, Long Beach. With a robust skill set that includes Asset Allocation, Balance Sheet Review, CRM Software, Cash Flow, Cash Flow Forecasting and more. Jesse Porter has 2 emails and 3 mobile phone numbers on RocketReach.
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