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Jeff Halbert Email & Phone Number

Senior Vice President at Citi
Location: Laguna Beach, California, United States 2 work roles 3 schools
1 work email found @westmount.com 6 phones found area 321, 407, and 727 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email j****@westmount.com
Direct phone (321) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Citi
Role
Senior Vice President
Location
Laguna Beach, California, United States
Company size
10 employees

Who is Jeff Halbert? Overview

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Quick answer

Jeff Halbert is listed as Senior Vice President at Citi, a with 10 employees, based in Laguna Beach, California, United States. AeroLeads shows a work email signal at westmount.com, phone signal with area code 321, 407, 727, and a matched LinkedIn profile for Jeff Halbert.

Jeff Halbert previously worked as Senior Advisor at Westmount. Jeff Halbert holds Masters, Business Administration; Finance, Management from Crummer Graduate School Of Business At Rollins College.

Company email context

Email format at Citi

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{first_initial}{last}@westmount.com
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AeroLeads found 1 current-domain work email signal for Jeff Halbert. Compare company email patterns before reaching out.

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Profile bio

About Jeff Halbert

I work closely with families, owners of closely held businesses, and charitable organizations. I strive to foster close personal relationships with my clients so that I can better understand their needs and investment goals, and ultimately help bring clarity to their financial lives. My clients value Westmount’s pursuit of unique and innovative investment opportunities, without conflict or bias, and access to state-of-the-art financial planning tools.

Listed skills include Alternative Investments, Financial Advisory, Solution Selling, Winter, and 88 others.

Current workplace

Jeff Halbert's current company

Company context helps verify the profile and gives searchers a useful next step.

Citi
Citi
Senior Vice President
Mumbai, Maharashtra
Website
citibank.com
Employees
10
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Company profile
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2 roles

Jeff Halbert work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Citi

New York, New York, Us

Sep 2023 - Present

Senior Advisor

Westmount

Los Angeles, Ca, Us

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, InvestmentNews and more.

Aug 2020 - Apr 2024
Team & coworkers

Colleagues at Citi

Other employees you can reach at citibank.com. View company contacts for 10 employees →

TC Tapish Chandrawanshi Tapish Chandrawanshi Colleague at CitiNagpur, Maharashtra, India View → JH Jessie Han Jessie Han Colleague at CitiNew York, United States View → RP Richa Prashar Richa Prashar Colleague at CitiNew York, United States View → CR Chris Riley Chris Riley Colleague at CitiBrooklyn, New York, United States View → BD Biser Dimitrov Biser Dimitrov Colleague at CitiNew York, United States View → JC Jessica Cuevas Jessica Cuevas Colleague at CitiSan Antonio, Texas Metropolitan Area, United States View → SP Sue P. Sue P. Colleague at CitiNew York, United States View → GA Genesis Alba Genesis Alba Colleague at CitiTucson, Arizona, United States View → JH Jim Haneman Jim Haneman Colleague at CitiMassapequa, New York, United States View → JT Jonathan Tulman, Cfa Jonathan Tulman, Cfa Colleague at CitiNew York, United States View →
3 education records

Jeff Halbert education

Masters, Business Administration; Finance, Management

Crummer Graduate School Of Business At Rollins College

Economics

Rollins College

Education record

Unsw
FAQ

Frequently asked questions about Jeff Halbert

Quick answers generated from the profile data available on this page.

What company does Jeff Halbert work for?

Jeff Halbert works for Citi.

What is Jeff Halbert's role at Citi?

Jeff Halbert is listed as Senior Vice President at Citi.

What is Jeff Halbert's email address?

AeroLeads has found 1 work email signal at @westmount.com for Jeff Halbert at Citi.

What is Jeff Halbert's phone number?

AeroLeads has found 6 phone signal(s) with area code 321, 407, 727 for Jeff Halbert at Citi.

Where is Jeff Halbert based?

Jeff Halbert is based in Laguna Beach, California, United States while working with Citi.

What companies has Jeff Halbert worked for?

Jeff Halbert has worked for Citi and Westmount.

Who are Jeff Halbert's colleagues at Citi?

Jeff Halbert's colleagues at Citi include Tapish Chandrawanshi, Jessie Han, Richa Prashar, Chris Riley, and Biser Dimitrov.

How can I contact Jeff Halbert?

You can use AeroLeads to view verified contact signals for Jeff Halbert at Citi, including work email, phone, and LinkedIn data when available.

What schools did Jeff Halbert attend?

Jeff Halbert holds Masters, Business Administration; Finance, Management from Crummer Graduate School Of Business At Rollins College.

What skills is Jeff Halbert known for?

Jeff Halbert is listed with skills including Alternative Investments, Financial Advisory, Solution Selling, Winter, Individual Retirement, Mortar, Sales, and Wealth Management Services.

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