Jeffrey Hansen

Wealth Advisor and Owner

Jeffrey Hansen is a high-level professional, who works in Merrill Lynch main office of which is in 4. as a Financial Advisor from 2018. This expert gained professional experience in more than four positions at various companies. Jeffrey Hansen went to the Cornell Johnson Graduate School of Management and was studying from 2015 to 2017. Jeffrey Hansen has professional qualifications: Certified Financial Planner and Personal Investment Advisor. Chicago, Illinois is the area, where this person was known to be situated. The person's email address and phone number can be accessed through this website by request.
Name variants:
Jeffery Hansen, Geoffrey Hansen, Jeff Hansen
Last updated May 25, 2024

Contact Information

Last Update
Jul 4, 2022
Email
jh**@attucksfunds.com
Location
Chicago, IL
Company

Workplace

Merrill Lynch
Financial Advisor

New York, NY

Industry

Financial Services, Business Services, Security Broker/Dealer

Work History

Financial Advisor

New York, NY
from Jun 2018

Mba Intern

2127 7Th Ave, Seattle, WA 98104
May 2016 — Jun 2016

Senior Analyst

321 north Clark St SUITE 825, Chicago, IL 60654
Managed daily, monthly and annual reporting cycles for 35% of Attucks’ clients in teams directly under Vice President supervision, including monthly and ad hoc performance calculations, qua...
Sep 2014 — Apr 2015

Wealth Advisor and Owner

420 west Huron St, Chicago, IL 60654

Occupations

Advisor
Executive
Owner
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Master of Business Administration
Apprentice
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Student Worker

Skills

Finance
Asset Management
Hedge Funds
Microsoft Office
Microsoft Excel
Morningstar
Advent
Data Analysis
Analytics
Portfolio Management
Strategy
Management
Investments
Due Diligence
Financial Modeling
Financial Analysis
Leadership
Analysis
Research
Powerpoint
Valuation
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