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Jeffrey Courtemanche Email & Phone Number
Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives
at
Conversant Wealth Management
1 work email found
@ml.com
3 phones found area 212, 925, and 802
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives
Location
San Francisco Bay Area, United States
Who is Jeffrey Courtemanche? Overview
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Quick answer
Jeffrey Courtemanche is listed as Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives at Conversant Wealth Management, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 212, 925, 802, and a matched LinkedIn profile for Jeffrey Courtemanche.
Jeffrey Courtemanche previously worked as Senior Wealth Advisor, Founder at Conversant Wealth Management. Jeffrey Courtemanche holds Master'S Degree from Saint Mary'S College Of California.
Company email context
Email format at Conversant Wealth Management
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{first}_{last}@ml.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey Courtemanche. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Courtemanche
WHAT I DO:I help clients with their financial goals through a disciplined approach to wealth management utilizing a full range of financial planning and investment management services. MY WHY:To simplify the complicated financial world for people so that they can improve their quality of lives.SERVICES I PROVIDE:📂 Disciplined Portfolio Management📊 Comprehensive Financial Planning🏝 Retirement Planning☂Risk Protection🎓 Financial Education📞 READY TO TALK?Connect with me directly here on LinkedIn.
Listed skills include Portfolio Management, Financial Advisory, Management, Analytical Skills, and 9 others.
Current workplace
Jeffrey Courtemanche's current company
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1 role · 7 years
Jeffrey Courtemanche work experience
A career timeline built from the work history available for this profile.
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Senior Wealth Advisor, Founder
2 education records
Jeffrey Courtemanche education
Bachelor'S Degree, Finance, General
FAQ
Frequently asked questions about Jeffrey Courtemanche
Quick answers generated from the profile data available on this page.
What company does Jeffrey Courtemanche work for?
Jeffrey Courtemanche works for Conversant Wealth Management.
What is Jeffrey Courtemanche's role at Conversant Wealth Management?
Jeffrey Courtemanche is listed as Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives at Conversant Wealth Management.
What is Jeffrey Courtemanche's email address?
AeroLeads has found 1 work email signal at @ml.com for Jeffrey Courtemanche at Conversant Wealth Management.
What is Jeffrey Courtemanche's phone number?
AeroLeads has found 3 phone signal(s) with area code 212, 925, 802 for Jeffrey Courtemanche at Conversant Wealth Management.
Where is Jeffrey Courtemanche based?
Jeffrey Courtemanche is based in San Francisco Bay Area, United States while working with Conversant Wealth Management.
What companies has Jeffrey Courtemanche worked for?
Jeffrey Courtemanche has worked for Conversant Wealth Management.
How can I contact Jeffrey Courtemanche?
You can use AeroLeads to view verified contact signals for Jeffrey Courtemanche at Conversant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Courtemanche attend?
Jeffrey Courtemanche holds Master'S Degree from Saint Mary'S College Of California.
What skills is Jeffrey Courtemanche known for?
Jeffrey Courtemanche is listed with skills including Portfolio Management, Financial Advisory, Management, Analytical Skills, Sales Operations, Stocks, Cycling, and Customer Service.
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