For over 17 years Jeffrey Deiss has been working in different jobs. Recently, this person worked as a Managing Director in Tempewick Wealth Management developing required skills. Jeffrey graduated from Fordham University - Graduate School of Business Administration in 1993 where the professional got all the skills. Jeffrey has all necessary skills and knowledge for his job, that's proven by the following certifications in Certified Financial Planner, Accredited Estate Planner®, and Certified Financial Planner Board of Standards. Jeffrey Deiss is fluent in English. You can find this person in New York, New York, where he is located nowadays. SoftwareOfficial has all the personal info you need to be in touch with Jeffrey Deiss, such as this professional's phone or email. Feel free to send the request to get more data.
Name variants:
Jeffery Deiss,
Geoffrey Deiss,
Jeff Deiss
Last updated May 22, 2024
Contact Information
Last Update
Aug 8, 2013
Email
jd**@cableone.net, je**@aol.com
Location
New York, NY
Company
Workplace
Managing Director
Morristown, NJ
Industry
Insurance, Management Services
Colleagues
Work History
Managing Director
The advisors at Tempewick Wealth Management provide estate and financial planning, life insurance, investment advisory and wealth planning to affluent individuals and their families.
After m...
from Mar 2009
Director
My role at Citi combined my experience and expertise in wealth management with my corporate credit and cash management background.
I was a Senior banker for a Manhattan-based law firm busine...
May 2005 — Oct 2008
Vice President
Starting with the Princeton Bank and Trust Company and through mergers with Chemical, Chase Manhattan, and JP Morgan, I was the primary contact for high net worth individual clients, their f...
1993 — 2002
Assistant Vice President
I was trained as a credit analyst supporting corporate, real estate and private client lending decisions. I transitioned into a client facing position in Summit's Private Bank, providing ba...
Sep 1988 — Feb 1993
Education
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investments
Strategic Financial Planning
Financial Services
Investment Management
Wealth Management Services
Retirement
Estate Planning
Securities
Financial Advisory
Retirement Planning
Investment Advisory
Wealth
Alternative Investments
Mergers and Acquisitions
High Net Worth Individuals
Life Insurance
Financial Planning
Portfolio Management
Financial Planners
Life Settlements
Irrevocable Life Insurance Trusts
Long Term Care Insurance
FAQs about Jeffrey Deiss
What's the main profession of Jeffrey Deiss?
This professional's job is Managing Director
What jobs is Jeffrey Deiss a professional at?
Jeffrey is a professional such jobs as Executive and Chief Executive Officer.
Where does Jeffrey Deiss live?
The professional lives in New York, New York.
Does Jeffrey have the email address?
jd**@cableone.net and je**@aol.com is The expert's email address.
How many companies did Jeffrey Deiss work at?
The professional worked at five jobs.
Does Jeffrey Deiss have personal website or blog?
The expert`s website is http://www.tempewick.com, http://www.finra.org, and http://www.sipc.org.
Where has Jeffrey Deiss studied?
Jeffrey studied at the Fordham University - Graduate School of Business Administration from 1991 to 1993.
Are there any certifications, that Jeffrey Deiss has?
Jeffrey Deiss received the following certifications: Certified Financial Planner, Accredited Estate Planner®, and Certified Financial Planner Board of Standards.