Paul Jeffrey's Location
Charlotte, North Carolina, United States
Paul Jeffrey's Work
- President and Owner @ Fairview Financial Ltd
- First Vice President of Investments @ Wells Fargo
- Vice President of Investments @ Paine Webber
Paul Jeffrey's Education
- Harvard University
Bachelor Of Arts (Economics)
1979 - 1983 - Ridley College - St. Catherines, Ontario1976 - 1978
Paul Jeffrey's Skills
- Alternative Investments
- Series 63
- Registered Investment Advisor
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Advisory
- Finance
Paul Jeffrey's Summary
Paul Jeffrey, based in Charlotte, North Carolina, United States, is currently a President and Owner at Fairview Financial, bringing experience from previous roles at Wells Fargo and Paine Webber. Paul Jeffrey holds a 1979 - 1983 Bachelor Of Arts in Economics @ Harvard University. With a robust skill set that includes Alternative Investments, Series 63, Registered Investment Advisor, Insurance, Retirement Planning and more, Paul Jeffrey contributes valuable insights to the industry. Paul Jeffrey has 1 email on RocketReach.
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