Jeff Stokes is a high-skilled professional, working in Bny Mellon Wealth Management main office of which is in 4. as a Senior Director and Market Leader from 2017. This person has earned professional experience in more than five positions at different companies. Jeff Stokes went to the The Wharton School and was studying there from 2015. Winter Garden, Florida is the city, where this expert was known to live. Their phone and email can be accessed through Connexy on demand.
Name variants:
Geoffrey Stokes,
Jefferson Stokes,
Jeffrey Stokes
Contact Information
Last Update
Jul 10, 2022
Email
jr**@ntrs.com, je**@ustrust.com
Location
Winter Garden, FL
Company
Workplace
Senior Director and Market Leader
New York, NY
Industry
Financial Services
Colleagues
Work History
Senior Director and Market Leader
200 Park Ave, New York, NY 10016
BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon le...
from Feb 2017
Senior Vice President, Private Client Advisor
Leading a team of professionals advising high net worth families in the Southeast U.S. Areas of practice include banking, trust, investment management, philanthropic planning, family educati...
Aug 1, 2013 — Dec 2016
Senior Vice President and Wealth Strategist
50 south La Salle St, Chicago, IL 60603
Responsible for business development of Northern's Southeast Region. Extensive background in helping families and foundations in the areas of trust, investment management, philanthropy, fami...
May 2010 — Aug 2013
Senior Vice President and Wealth Strategist
150 Hwy #1, Jupiter, FL
Responsible for business development of Family Office clients throughout the United States. Majority of work done in the Southeastern U.S.
Sep 2001 — Apr 2010
Senior Vice President
303 Peachtree St, Atlanta, GA 30308
Began my career as a business development officer for the Private Wealth Group. Transitioned to Regional Sales Manager for the Central Florida Region in 1999 and served in that role until jo...
Aug 1995 — Sep 2001
Education
Occupations
Executive
Senior Director
Leader
Managers
Accountant
Finance and Accounting Specialist
Senior Vice President
Advisor
Senior Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Investment Management
Wealth Management
Wealth
Asset Management
Portfolio Management
Asset Allocation
Wealth Management Services
High Net Worth Individuals
Alternative Investments
Investment Advisory
Investment Strategies
Business Development
Hedge Funds
Series 7
FAQs about Jeff Stokes
What's the main profession of Jeff Stokes?
This professional's job is Senior Director and Market Leader
What jobs is Jeff proficient at at?
The expert is a professional such jobs as Executive and Senior Director.
Where does Jeff Stokes currently live?
Winter Garden, Florida is the place where Jeff Stokes lives
Does Jeff Stokes have the email address?
jr**@ntrs.com and je**@ustrust.com is Jeff Stokes's email address.
How many companies did Jeff Stokes work at?
Jeff Stokes worked at five jobs.
What education does Jeff Stokes have?
Jeff studied at the Wharton School from 2015.
Are there any professional industries Jeff Stokes works in?
This person works in Financial Services industry.
Are there any skills, that Jeff Stokes has?
Jeff Stokes has skills in the following areas: Investment Management, Wealth Management, Wealth, Asset Management, Portfolio Management, Asset Allocation, and Wealth Management Services.