Since 2012, Jeff Werner has been working in Fogel Neale Partners. This professional is an experienced Partner, Financial Advisor, Home Loan Specialist with over 21 years of work experience. According to Jeff's resume and work profile, Jeff Werner has worked at more than three companies with numerous backgrounds and gained different skills. Jeff attended school at the Florida International University. Jeff Werner can be found in New York, New York – where this expert currently lives. You can search for this person's email address and phone number. We can also provide you detailed contact information upon request.
Name variants:
Geoffrey Werner,
Jefferson Werner,
Jeffrey Werner
Last updated May 25, 2024
Contact Information
Last Update
Jul 6, 2022
Email
je**@jeffwerner.com
Location
New York, NY
Company
Workplace
Partner, Financial Advisor, Home Loan Specialist
New York, NY
Industry
Financial Services, Management Consulting Services
Colleagues
Work History
Partner, Financial Advisor, Home Loan Specialist
90 Broad Street
• Provide clients with financial education and retirement planning.
• Create multiple asset allocation models and present to clients.
• Conduct seminars and individual meetings to implement...
from Oct 2012
Financial Advisor
Park Avenue Complex, New York City
• Developed comprehensive financial plans tailored to client needs by identifying risk tolerance levels and time horizons.
• Lead a team to acquire clients through real estate industry pres...
Jan 2009 — Oct 2012
Mortgage Sales Manager
Miami/Fort Lauderdale Area
• Built a team of appraisers, underwriters, and attorneys resulting in a 200% increase in volume of successful homeowners in the first year.
• Funded individually $100 Million in home loan v...
Jan 1990 — Dec 2008
Occupations
Sales Specialist
Relationship Manager
Executive
Partner
Financial Broker
Financial Consultant
Loan Specialist
Accountant
Finance and Accounting Specialist
Real Estate Broker
Licensed Real Estate Broker
Investor
Account Service Manager
Customer Service
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Loan Officers
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager
Skills
Mortgage Lending
Series 7
Investments
Portfolio Management
Strategic Financial Planning
Fixed Income
Equities
Asset Managment
Life Insurance
Padi
White Water Raft Guide
Coast Guard Small Craft Certified
Asset Management
Social Media
Social Networking
Asset Based Lending
Asset Protection
Budgets
First Time Home Buyers
New Home Sales
Financial Services
Asset Allocation
Financial Advisory
Loans
Real Estate