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Jesse Saunders Location
Birmingham, AL, US
Jesse Saunders Work
2019 -now Senior Bank Financial Advisor, First Vice President - Investment Officer @
2006 -2019 Wealth Management Advisor, Vice President @
Jesse Saunders Education
Southeastern University
Bachelor's Degree
1999-2001
Jesse Saunders Skills
Philanthropic Advising
Retirement Income Specialist
Personal Retirement Strategies
Personalized Retirement Coaching
Customized Investment Strategies
Family Legacy Planning
Private Family Wealth Management
Working with Business Owners
Strategic Financial Planning
Investments
Retirement
Services
Asset Allocation
Retirement Planning
Wealth Management
Financial Planning
Series 7
Financial Services
Microsoft Office
Youth Ministry
Coaching
Leadership
Time Management
Marketing
Pastoral Care
Volunteer Management
Guitarist
Microsoft Excel
Loans
Drums
Office Administrative/Clerical
Peachtree
LIS
Requirements Analysis
Church Leadership
Worship Leadership
Bassist
Drummer
Jesse Saunders Summary
Jesse Saunders, based in Birmingham, AL, US, is currently a Senior Bank Financial Advisor, First Vice President - Investment Officer at Wells Fargo Advisors. Jesse Saunders brings experience from previous roles at Merrill Lynch. Jesse Saunders holds a 1999 - 2001 Bachelor's Degree @ Southeastern University. With a robust skill set that includes Philanthropic Advising, Retirement Income Specialist, Personal Retirement Strategies, Personalized Retirement Coaching, Customized Investment Strategies and more. Jesse Saunders has 2 emails on RocketReach.
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