AeroLeads people directory · profile
Jeff Burch Email & Phone Number
Manager - Client Development Team and Manager - Portfolio Management Group
at
Trajan Wealth LLC
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager - Client Development Team and Manager - Portfolio Management Group
Location
Scottsdale, Arizona, United States
Company size
Who is Jeff Burch? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Burch is listed as Manager - Client Development Team and Manager - Portfolio Management Group at Trajan Wealth LLC, a with 91 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Jeff Burch.
Jeff Burch previously worked as Manager - Client Development Team / Manager - Portfolio Management Group at Trajan Wealth Llc and Affluent Segment Leader at Wells Fargo. Jeff Burch holds Bachelor Of Science, Accounting (2002) from University Of Nevada, Las Vegas - Finance (1997), Accounting (2002).
Company email context
Email format at Trajan Wealth LLC
This section adds company-level context without repeating Jeff Burch's masked contact details.
{first}.{last}@wellsfargo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jeff Burch. Compare company email patterns before reaching out.
Profile bio
About Jeff Burch
Jeff Burch is a Manager - Client Development Team and Manager - Portfolio Management Group at Trajan Wealth LLC. He possess expertise in portfolio management, fixed income, wealth management, asset allocation, investment strategies and 45 more skills.
Listed skills include Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, and 46 others.
Current workplace
Jeff Burch's current company
Company context helps verify the profile and gives searchers a useful next step.
Trajan Wealth Llc
6 roles
Jeff Burch work experience
A career timeline built from the work history available for this profile.
Manager - Client Development Team / Manager - Portfolio Management Group
Current
May 2023 - Present
Jul 2012 - May 2023
Vice President, Senior Wealth Management Banker
Jan 2009 - Jun 2012
Jul 2004 - Jan 2009
Assistant Vice President, Branch Manager
Manage sales and operations of multiple bank branches.
Aug 2001 - Jul 2004
Team & coworkers
Colleagues at Trajan Wealth LLC
Other employees you can reach at trajanwealth.com. View company contacts for 91 employees →
MB
Marti Bryant
Colleague at Trajan Wealth LlcPhoenix, Arizona, United States
View →
PM
Paul Mann
Colleague at Trajan Wealth LlcScottsdale, Arizona, United States
View →
CD
Curtis Duell
Colleague at Trajan Wealth LlcQueen Creek, Arizona, United States
View →
SB
Sara Burns
Colleague at Trajan Wealth LlcBentonville, Arkansas, United States
View →
TH
Terry Hawkins
Colleague at Trajan Wealth LlcGreater Chicago Area, United States
View →
CA
Cosetto Adria
Colleague at Trajan Wealth LlcTolleson, Arizona, United States
View →
MB
Marti Bryant, Cdfa
Colleague at Trajan Wealth LlcScottsdale, Arizona, United States
View →
NF
Nathan Faerber , Cfp®
Colleague at Trajan Wealth LlcScottsdale, Arizona, United States
View →
A(
Arrin (Crain) Simpson, Mba, Ricp®
Colleague at Trajan Wealth LlcArgyle, Texas, United States
View →
DW
Daryl White
Colleague at Trajan Wealth LlcPhoenix, Arizona, United States
View →
Marti Bryant
Colleague at Trajan Wealth LlcPhoenix, Arizona, United States
View →
PM
Paul Mann
Colleague at Trajan Wealth LlcScottsdale, Arizona, United States
View →
CD
Curtis Duell
Colleague at Trajan Wealth LlcQueen Creek, Arizona, United States
View →
SB
Sara Burns
Colleague at Trajan Wealth LlcBentonville, Arkansas, United States
View →
TH
Terry Hawkins
Colleague at Trajan Wealth LlcGreater Chicago Area, United States
View →
CA
Cosetto Adria
Colleague at Trajan Wealth LlcTolleson, Arizona, United States
View →
MB
Marti Bryant, Cdfa
Colleague at Trajan Wealth LlcScottsdale, Arizona, United States
View →
NF
Nathan Faerber , Cfp®
Colleague at Trajan Wealth LlcScottsdale, Arizona, United States
View →
A(
Arrin (Crain) Simpson, Mba, Ricp®
Colleague at Trajan Wealth LlcArgyle, Texas, United States
View →
DW
Daryl White
Colleague at Trajan Wealth LlcPhoenix, Arizona, United States
View →
2 education records
Jeff Burch education
Bachelor Of Science, Accounting (2002)
University Of Nevada, Las Vegas - Finance (1997), Accounting (2002)
Bachelor Of Science, Finance
University Of Nevada, Las Vegas - Finance
FAQ
Frequently asked questions about Jeff Burch
Quick answers generated from the profile data available on this page.
What company does Jeff Burch work for?
Jeff Burch works for Trajan Wealth LLC.
What is Jeff Burch's role at Trajan Wealth LLC?
Jeff Burch is listed as Manager - Client Development Team and Manager - Portfolio Management Group at Trajan Wealth LLC.
What is Jeff Burch's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Jeff Burch at Trajan Wealth LLC.
Where is Jeff Burch based?
Jeff Burch is based in Scottsdale, Arizona, United States while working with Trajan Wealth LLC.
What companies has Jeff Burch worked for?
Jeff Burch has worked for Trajan Wealth Llc, Wells Fargo, Merrill Lynch, and Bank Of America.
Who are Jeff Burch's colleagues at Trajan Wealth LLC?
Jeff Burch's colleagues at Trajan Wealth LLC include Marti Bryant, Paul Mann, Curtis Duell, Sara Burns, and Terry Hawkins.
How can I contact Jeff Burch?
You can use AeroLeads to view verified contact signals for Jeff Burch at Trajan Wealth LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeff Burch attend?
Jeff Burch holds Bachelor Of Science, Accounting (2002) from University Of Nevada, Las Vegas - Finance (1997), Accounting (2002).
What skills is Jeff Burch known for?
Jeff Burch is listed with skills including Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, Investment Strategies, Bonds, Retirement Planning, and Financial Advisory.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jeff Burch you were looking for.
View similar profiles
