Jeff Mcgraw is a skilled expert, who works in Chemical Bank main office of which is in 275. on the position of Assistant Vice President and Trust Investment Officer since 2016. This person gained professional experience in more than five positions at different companies. Jeff Mcgraw went to the College For Financial Planning and got education there from 2001 to 2002. Jeff has professional qualifications: Certified Financial Planner(Tm), Bloomberg Market Concepts, and Cfp Board. Midland, Michigan is the area, where this professional was lastly known to settle. This professional's email address and number are easily accessed through Connexy on demand.
Name variants:
Geoffrey Mcgraw,
Jefferson Mcgraw,
Jeffrey Mcgraw
Contact Information
Workplace
Colleagues
Work History
Assistant Vice President and Trust Investment Officer
333 west Fort St, Detroit, MI 48226
Good advice is crucial when you are making investment decisions, planning for your retirement or deciding how your assets should pass to your family. Whether you are looking for assistance w...
from Apr 2016
Financial Advisor
801 Park Ave, Winona Lake, IN 46590
Providing comprehensive wealth management and portfolio management services, including financial planning, investment management, lifestyle decision-making, and estate and tax strategies. We...
Aug 2012 — Mar 2016
Vice President, Client Services
Provided financial planning and diversified investment management from a Christian stewardship perspective.
Nov 2009 — Aug 2012
Vice President, Client Services
King Trust was a federally chartered trust company providing comprehensive financial planning and investment management services from January 1999 to December 2009, at which time the busines...
May 1999 — Nov 2009
Branch Manager, Business Development Officer
In this role, I was responsible for growing my branch's deposits and mortgage and consumer loan portfolio. I also supervised the frontline customer service reps to assure our office ran smoo...
Apr 1995 — May 1999
Education
2001 — 2002
1991 — 1995
1987 — 1991
Occupations
Executive
Assistant Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Wealth Management
Portfolio Management
Investment Management
Retirement Planning
Investment Advisory
Estate Planning
Asset Allocation
Non Profit Boards
Financial Markets
Networking
Finance
Strategic Planning
Leadership
Customer Service
Financial Planning
FAQs about Jeff Mcgraw
What is the profession of Jeff Mcgraw?
This professional's job is Assistant Vice President and Trust Investment Officer
What are the main profession of This professional?
These person's professions are Executive and Assistant Vice President
Where is Jeff Mcgraw located?
The expert is currently located in Midland, Michigan.
Where did Jeff Mcgraw work?
Jeff worked at Chemical Bank, Sym Financial Advisors.
What education does Jeff Mcgraw have?
Jeff studied at the College For Financial Planning from 2001 to 2002.
What are the certifications of Jeff Mcgraw?
The professional received the following certifications: Certified Financial Planner(Tm), Bloomberg Market Concepts, and Cfp Board.
What languages does Jeff Mcgraw speak?
Jeff Mcgraw speaks English.
What is the industry that Jeff Mcgraw is connected to?
This professional works in Financial Services industry.