Jeff Burke
Senior Vice President, Senior Portfolio Manager, Wealth Advisor
Jeff Burke is a qualified professional, working in Clara D Jeffery Foundation on the position of Charitable Trustee since 2018. This expert gained professional experience in more than seven positions at various companies. Jeff Burke went to the Hamilton College and got education from 1985 to 1989. This person has the following professional qualifications: Ubs Financial Services Inc. Important Notices and **Registered States** Al,Az,Ca,Co,Fl,Hi,Il,La,Ma,Mn,Nj,Nv,Ny,Oh,Or,Pa,Tx,Vt,Wa. San Francisco, California is the city, where the professional was lastly known to be living. Jeff Burke's contacts are easily accessed through SoftwareOfficial by request.
Name variants:
Geoffrey Burke,
Jefferson Burke,
Jeffrey Burke
Last updated May 25, 2024
Contact Information
Last Update
Jul 7, 2022
Email
je**@ubs.com
Location
San Francisco, CA
Company
Clara D Jeffery Foundation
Workplace
Charitable Trustee
Work History
Pa Treasurer
Managed the finances for the Parents Association at Marin Primary and Middle School.
Jun 2012 — Jul 2014
Member Board of Trustees
40 Bulls Bridge Rd, South Kent, CT 06785
Member of the Board of Trustees: Finance and Development Committees.
Jun 2011 — Jun 2014
Senior Vice President, Senior Portfolio Manager, Wealth Advisor
Senior Portfolio Manager
Certified Financial Planner
Wealth Manager Designation
from Sep 2002
Education
1985 — 1989
Occupations
Executive
Senior Vice President
Financial Broker
Portfolio Manager
Advisor
Accountant
Finance and Accounting Specialist
Treasurer
Vice President
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Financial Officer
Financial Manager
Skills
Leadership
Tenacious Work Ethic
Proactive
Street Smart
Thoughtful