Steve Jeffers Email & Phone Number
Senior Vice President - Investments @ Wells Fargo Advisors
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Steve Jeffers Location
- New York, NY, US
Steve Jeffers Work
- 2017 -now Senior Vice President - Investments @
- 2006 -2017 VP Financial Advisor, Portfolio Manager @
Steve Jeffers Education
- Long Island University
Bachelor of Science (Finance and Economics)
Steve Jeffers Skills
- Wealth Planning
- Corporate Retirement Planning
- Portfolio Management
- Retirement Planning
- Financial Advisory
- Retirement
- Investments
- Sales
- Financial Reporting
- Marketing
- Accounting
- Project Management
- Customer Service
- Strategic Planning
Steve Jeffers Summary
- Steve Jeffers, based in New York, NY, US, is currently a Senior Vice President - Investments at Wells Fargo Advisors. Steve Jeffers brings experience from previous roles at UBS. Steve Jeffers holds a Bachelor of Science in Finance and Economics @ Long Island University. With a robust skill set that includes Wealth Planning, Corporate Retirement Planning, Portfolio Management, Retirement Planning, Financial Advisory and more. Steve Jeffers has 1 mobile phone numbers on RocketReach.
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