Patrick Jeffers is a skilled professional, that works in Wealth Strategies Institute as a Chairman, the Wealth Strategies Institute since 2019. This person gained professional experience in more than eight positions at different companies. Patrick Jeffers went to the Esperti - Peterson Institute and received education there from 2000 to 2003. Scottsdale, Arizona is the area, where the professional was known to be living. Their e-mail and phone can be accessed through this website by request.
Name variants:
Pat Jeffers,
Paddy Jeffers,
Patsy Jeffers,
Rick Jeffers
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 12, 2022
Location
Scottsdale, AZ
Company
Wealth Strategies Institute
Workplace
Chairman, the Wealth Strategies Institute
Work History
President and Chief Executive Officer
13825 north Northsight Blvd SUITE 101, Scottsdale, AZ 85260
from Feb 2018
National Sales Director
16767 north Perimeter Dr, Scottsdale, AZ 85260
In December 2005, Patrick helped establish the Scottsdale, AZ based Annexus Group; an international design and distribution firm that built some of the most innovative and awarded principal ...
Dec 2005 — Jun 2010
Advertising Director, National Sales Director
14287 N 87 St SUITE 220, Scottsdale, AZ 85260
Education
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Skills
Fixed Annuities
Estate Planning
Insurance
Retirement
Life Insurance
Retirement Planning
Iras
Variable Annuities
Wealth Management
Marketing
Strategic Partnerships
Wealth Management Services
Leadership
401K
Financial Planning
Wealth Accumulation
Wealth
Long Term Care
Asset Allocation
Strategic Financial Planning
Sales Management
Management Consulting
Training
Crm
Financial Advisory
Financial Services
Financial Planners
Roth Ira
Term Life Insurance
Distribution Management
Annuity
Visionary
Series 6
Distributed Team Management
FAQs about Patrick Jeffers
What is the main profession of Patrick Jeffers?
This professional's job is Chairman, the Wealth Strategies Institute
What are the profession of This expert?
These person's professions are Executive and Chairperson
Where is Patrick Jeffers located?
The expert is located in Scottsdale, Arizona.
Where did Patrick Jeffers work?
Patrick worked at Wealth Strategies Institute, Senior Advisory Group.
Where has Patrick Jeffers studied?
Patrick studied at the Esperti - Peterson Institute from 2000 to 2003.
Are there any industries, that Patrick Jeffers is connected to?
Patrick Jeffers works in Financial Services industry.
Are there any special skills, that Patrick Jeffers has?
This professional has skills in the following areas: Fixed Annuities, Estate Planning, Insurance, Retirement, Life Insurance, Retirement Planning, Iras, Variable Annuities, Wealth Management, and Marketing.