Jorge Tefel is a highly qualified professional, who works in Axa Advisors main office of which is in 4. as a Financial Consultant and Investment Advisor Representative since 2013. Jorge Tefel gained professional experience in more than four positions at various companies. Jorge Tefel went to the Louisiana State University and got education from 1982 to 1984. Jorge Tefel has these qualifications: Finra Series 7 and Series 66 Registrations, Life & Health Insurance License (0215), and Finra. Miami, Florida is the city, where this professional was lastly known to be settled. Jorge Tefel's e-mail and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Jorge Tefel
Last updated May 16, 2024
Contact Information
Workplace
Financial Consultant and Investment Advisor Representative
Santa Rosa, CA
Industry
Business Services at Non-Commercial Site
Colleagues
Work History
Financial Consultant and Investment Advisor Representative
New York, NY
AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC
AXA Network Insurance Agency of California, LLC in CA
...
from 2013
Vice President
Florida
Managed and stabilized an Exim Bank and commercial loan portfolio; Recovered critical assets in foreign countries.
2010 — 2012
Regional Project Manager
Responsible for the strategic development of an on-line cash management project in six banks located through-out Central America and Panama.
2008 — 2010
Vice President - Central America and Caribbean Region
Developed and managed a $120 million Correspondent and Trade Finance loan portfolio in Central America and the Dominican Republic
Developed and managed an Asset Participation Sale Unit tha...
1998 — 2007
Education
1982 — 1984
1977 — 1980
Occupations
Financial Broker
Financial Consultant
Advisor
Representative
Accountant
Finance and Accounting Specialist
Executive
Vice President
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Wealth Management
Customer Service
Financial Planning
Investment Services
Investment Planning
Financial Services and Strategies
Estate Planning Strategies
Insurance Planning Services
Business Succession Planning
Retirement Planning Strategies
401 Distribution Planning
Client Education
Estate Conservation Strategies
Executive Benefits Strategies
Ira Distribution Planning
Long Term Care Planning Strategies
Risk Management
Tax Deferral Investment Planning
Tax Efficient Investing Strategies