Geoff Leffel

Geoff Leffel Email and Phone Number

Retired from Merrill Lynch @ Merrill Lynch
new york, new york, united states
Geoff Leffel's Location
Newburgh, Indiana, United States, United States
About Geoff Leffel

Geoff Leffel is a Retired from Merrill Lynch at Merrill Lynch. He possess expertise in wealth management, mutual funds, series 7, customer service, strategic planning and 7 more skills.

Geoff Leffel's Current Company Details
Merrill Lynch

Merrill Lynch

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Retired from Merrill Lynch
new york, new york, united states
Website:
ml.com
Employees:
45157
Geoff Leffel Work Experience Details
  • Merrill Lynch
    Wealth Management Advisor
    Merrill Lynch Feb 1978 - Present
    Senior Partner of Leffel, Gorman, Cope, & Seger.
  • Merrill Lynch
    Retired
    Merrill Lynch Feb 1978 - Dec 2018
    Evansville, Indiana Area
  • Merrill Lynch Global Private Client Group
    Vice President
    Merrill Lynch Global Private Client Group 1978 - Present

Geoff Leffel Skills

Wealth Management Mutual Funds Series 7 Customer Service Strategic Planning Asset Allocation Investments Equities Investment Advisory Investment Strategies Strategic Financial Planning Series 63

Geoff Leffel Education Details

Frequently Asked Questions about Geoff Leffel

What company does Geoff Leffel work for?

Geoff Leffel works for Merrill Lynch

What is Geoff Leffel's role at the current company?

Geoff Leffel's current role is Retired from Merrill Lynch.

What is Geoff Leffel's email address?

Geoff Leffel's email address is ge****@****aol.com

What is Geoff Leffel's direct phone number?

Geoff Leffel's direct phone number is +181249*****

What schools did Geoff Leffel attend?

Geoff Leffel attended Indiana State University.

What are some of Geoff Leffel's interests?

Geoff Leffel has interest in Aerobics, Collecting Antiques, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, The Arts, Food, Home Decoration.

What skills is Geoff Leffel known for?

Geoff Leffel has skills like Wealth Management, Mutual Funds, Series 7, Customer Service, Strategic Planning, Asset Allocation, Investments, Equities, Investment Advisory, Investment Strategies, Strategic Financial Planning, Series 63.

Who are Geoff Leffel's colleagues?

Geoff Leffel's colleagues are Brian Watterson, Cima®, David Brooks, Jennifer Hynes, Jeffrey Hillesland, Tammy Willis Ramirez, Elvi Felizlaureano, David Van Lenten, Cpwa®.

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