Jeff Powers

Jeff Powers Email and Phone Number

Financial Consultant Osaic Institutions CB&T Wealth Management @ Osaic
Jeff Powers's Location
Richmond, Virginia, United States, United States
Jeff Powers's Contact Details

Jeff Powers personal email

n/a
About Jeff Powers

Seasoned sales executive with over twenty years experience successfully calling on institutional investors in the municipal bond and tax credit industries.

Jeff Powers's Current Company Details
Osaic

Osaic

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Financial Consultant Osaic Institutions CB&T Wealth Management
Jeff Powers Work Experience Details
  • Osaic
    Financial Consultant
    Osaic Sep 2023 - Present
    Securities are offered through Osaic Institutions, Inc.
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  • Linden Capital
    Vice President Of Equity Investments
    Linden Capital Apr 2016 - Apr 2023
    Richmond, Virginia
    Raise tax credit equity capital from institutional investors including banks, corporations and insurance companies for investment in historic rehabilitation tax credit projects.
  • Virginia Community Development Corporation
    Vice President Of Equity Investments
    Virginia Community Development Corporation Jul 2013 - Feb 2016
    Richmond, Virginia Area
    Raise tax credit equity capital from institutional investors including insurance companies, banks and corporations.
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  • Clocktower Tax Credits
    Acquistions And Investment Sales, Southeast Region
    Clocktower Tax Credits Apr 2012 - May 2013
    Winston-Salem, North Carolina
    Help project developers structure their tax credit financing and then monetize their tax credits to meet their equity needs. Place federal and state tax credits with institutional investors including corporations, banks and insurance companies.
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  • First Winston Securities
    Vice President
    First Winston Securities 2003 - 2010
    Institutional fixed income salesman. Successfully expanded role to include trading in addition to sales.
  • Bb&T
    Vice President
    Bb&T 2000 - 2002
    Municipal bond salesman, institutional. Expanded account base, both in the region and nationally.
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  • Wachovia, A Wells Fargo Company
    Assistant Vice President
    Wachovia, A Wells Fargo Company 1989 - 2000
    Institutional fixed income salesman.
    View

Jeff Powers Skills

Fixed Income Equities Bonds Trading Capital Markets Asset Management Portfolio Management Banking Institutional Investments Investment Advisory Securities Credit

Jeff Powers Education Details

Frequently Asked Questions about Jeff Powers

What company does Jeff Powers work for?

Jeff Powers works for Osaic

What is Jeff Powers's role at the current company?

Jeff Powers's current role is Financial Consultant Osaic Institutions CB&T Wealth Management.

What is Jeff Powers's email address?

Jeff Powers's email address is jp****@****tal.net

What schools did Jeff Powers attend?

Jeff Powers attended Washington And Lee University.

What are some of Jeff Powers's interests?

Jeff Powers has interest in Pre 1830 Southern Furniture, Land Conservation, Fishing, Historic Preservation.

What skills is Jeff Powers known for?

Jeff Powers has skills like Fixed Income, Equities, Bonds, Trading, Capital Markets, Asset Management, Portfolio Management, Banking, Institutional Investments, Investment Advisory, Securities, Credit.

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