Since 2015, Jeff Spurling has been working in Advisors Asset Management, Inc based 49, 49. This person is a well-qualified Regional Vice President with over 19 years of work experience. According to Jeff's resume and work profile, this person has worked at more than nine companies with diverse backgrounds and gained various skills. Jeff attended school at the Central Connecticut State University from 1990 to 1993. This expert has professional certification in The Wharton School and Cima® - Certified Investment Management Analyst. Jeff can be found in Miami, Florida – where the professional is currently located. You can search for Jeff Spurling's contacts. We can also provide you detailed contact information upon request.
Name variants:
Geoffrey Spurling,
Jefferson Spurling,
Jeffrey Spurling
Last updated May 24, 2024
Contact Information
Last Update
Jul 12, 2022
Email
js**@aol.com
Location
Miami, FL
Company
Workplace
Regional Vice President
Monument, CO
Industry
Financial Services, Investment Advice, Investment Advisory Service
Colleagues
Work History
Regional Vice President
18925 Base Camp Rd SUITE 203, Monument, CO 80132
Advisors Asset Management, Inc. (AAM) was not involved with the preparation of third party articles linked to on this page and the opinions expressed in these articles are not necessarily th...
Oct 1, 2015 — Sep 2018
Investment Management - Private Client Group | Wealth Management
200 west 2Nd St, Winston Salem, NC 27101
Sep 2014 — Oct 2015
Regional Director and Representing Lyons Wealth Management
629 Highland Ave, Needham, MA 02494
Responsible for the distribution of the Lyons Tactical Allocation portfolio (CLTAX) and Huntington Funds to the FL broker dealer market place.
Jul 2012 — Oct 2014
Vice President | Regional Director - Southeast
1605 Carmody Ct, Sewickley, PA 15143
Responsible for distribution and servicing of the Snow Capital portfolios in the Southeast region.
Apr 2010 — Jul 2012
Vice President
Maryland
Public Company
5001-10,000 employees
Financial Services industry
Jul 2008 — Jun 2009
Vice President
200 Clarendon St, Boston, MA 02116
Public Company
1001-5000 employees
Investment Management industry
Feb 2005 — Jul 2008
Vice President - Southeast
225 Liberty St, New York, NY 10006
Public Company
10,001+ employees
BK
Financial Services industry
Aug 2002 — Feb 2005
Investment Consultant
1 Financial Plz, Hartford, CT 06101
Public Company
201-500 employees
VRTS
Investment Management industry
Jul 1998 — Aug 2002
Education
1990 — 1993
1989 — 1993
Occupations
Executive
Chief Executive Officer
Regional Vice President
Health Specialist
Certified Nurse Aide
Sales Specialist
Agent
Sales Agent
Advisor
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Vice President
Nurse
Nurse Practitioner
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Portfolio Management
Etfs
Series 63
Mutual Funds
Closed End Funds
Investment Management
Marketing Strategy
Wealth Management
Asset Allocation
Fixed Income
Equities
Variable Annuities
Retirement Planning
Options Strategies
Retirement
Capital Markets
Territory Account Management
Separately Managed Accounts
Alternative Investments
Client Representation
Series 7
Series 65
Asset Management
Uiits
Uits
Finra
FAQs about Jeff Spurling
What is the profession of Jeff Spurling?
This professional's job is Managing Director, Investments
What are the profession of The professional?
These person's professions are Executive and Chief Executive Officer
Where does Jeff Spurling currently live?
Miami, Florida is the place where Jeff Spurling currently lives
Does Jeff have the email address?
js**@aol.com is Jeff Spurling's email address.
How many companies did Jeff Spurling work at?
Jeff Spurling worked at nine jobs.
What education does Jeff Spurling have?
Jeff studied at the Central Connecticut State University from 1990 to 1993.
What are the certifications of Jeff Spurling?
This expert received the following certifications: The Wharton School, Cima® - Certified Investment Management Analyst, and Cima - Certified Investment Management Analyst.
Are there any special industries Jeff Spurling is connected to?
This person works in Financial Services industry.