Name variants:
Geoffrey Wangard,
Jefferson Wangard,
Jeffrey Wangard
Last updated May 07, 2024
Contact Information
Last Update
Jul 7, 2022
Email
jw**@aol.com
Location
Brookfield, WI
Company
Workplace
Colleagues
Work History
Senior Vice President
231 south La Salle St, Chicago, IL 60604
from May 2020
President
Mr. Wangard advises affluent families, institutions, non-profits, municipalities and sovereign nations on all aspects of their investment programs and how it relates to all of their financia...
from Aug 1, 2006
Senior Vice President-Investment Officer, Private Investment Manager
420 Montgomery St, San Francisco, CA 94129
Sep 2002 — Aug 2006
Senior Vice President- Investment Officer, Private Investment Manager
420 Montgomery St, San Francisco, CA 94129
Dec 1994 — Sep 2002
Education
Occupations
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Chairperson
Sales Specialist
Agent
Sales Agent
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Finance
Investments
Management
Strategic Planning
Team Building
Sales
Mutual Funds
Customer Service
Leadership
Portfolio Management
Financial Planning
Financial Advisory
Investment Advisory
Asset Management
Fixed Income Strategies
Program Management
Investment Strategies
Public Speaking
Project Planning
Nonprofits
FAQs about Jeff Wangard
What's the main profession of Jeff Wangard?
Jeff is a Senior Vice President.
What are the main profession of Jeff?
These person's professions are Executive and Senior Vice President
Where does Jeff Wangard currently live?
Brookfield, Wisconsin is the place where Jeff Wangard lives
Does Jeff have the email address?
jw**@aol.com is The expert's email address.
Where did Jeff Wangard work?
Jeff worked at Wintrust Wealth Management, Wangard Investment Management.
What education does Jeff Wangard have?
Jeff studied at the University of Wisconsin - Madison.
What are the certifications of Jeff Wangard?
Jeff Wangard received the following certifications: License Series 5,7,63,65,24.
Are there any special industries, that Jeff Wangard is connected to?
This person works in Financial Services industry.