Jeff Spears

Jeff Spears Email and Phone Number

Business Coach @ Dallas, TX, US
Dallas, TX, US
Jeff Spears's Location
Dallas, Texas, United States, United States
Jeff Spears's Contact Details
About Jeff Spears

Financial Services professional with experience as a business manager and a practitioner in private client wealth management.Specialties: Business management and recruiting.CRD #1696473

Jeff Spears's Current Company Details
Self-employed

Self-Employed

Business Coach
Dallas, TX, US
Jeff Spears Work Experience Details
  • Business Coach
    Dallas, Tx, Us
  • Self-Employed
    Business Coach
    Self-Employed Nov 2021 - Present
  • Self-Employed
    Ria Strategic Advisor
    Self-Employed Jul 2020 - Nov 2021
  • Burford Brothers Inc
    Advisor And Cco
    Burford Brothers Inc Jan 2020 - Jul 2020
    Dallas, Texas, Us
    View
  • Self-Employed
    Ria Consultant
    Self-Employed Feb 2019 - Jan 2020
  • Optimal Asset Management, Inc
    Sales Representative
    Optimal Asset Management, Inc Nov 2018 - Feb 2019
    Los Altos, Ca, Us
    View
  • Fort Point Capital Partners
    Managing Director
    Fort Point Capital Partners Nov 2017 - Jul 2018
    San Francisco, Ca, Us
    View
  • Sanctuary Wealth Services
    Ceo
    Sanctuary Wealth Services Mar 2009 - May 2017
    I identify and help earnest wealth advisors pursue their dreams.
  • Presidio Financial Partners
    Managing Director
    Presidio Financial Partners 2004 - 2007
    Denver, Colorado, Us
    Partner of Presidio Financial Partners, responsible for the firm’s wealth management business from 2004 to 2007. During that period, wealth management assets grew from $400 million to more than $3 billion
    View
  • Bank Of America
    National Sales Manager
    Bank Of America 2003 - 2004
    Charlotte, Nc, Us
    Responsible for the integration of Montgomery Securities’ Private Client Group into the Private Bank
    View
  • Montgomery Securities
    Head Of Department
    Montgomery Securities Mar 1995 - Nov 2003
  • First Boston
    Vice President
    First Boston 1992 - 1995
    Zurich, Ch
    High net worth Financial Advisor
    View

Jeff Spears Skills

Wealth Management Alternative Investments Asset Management Wealth Management Services Hedge Funds Investments Financial Advisory Financial Services Private Equity Securities Investment Management Equities Portfolio Management Series 7 High Net Worth Individuals Finance Wealth Asset Managment Venture Capital Fixed Income Investment Banking Investment Strategies Management Investment Advisory Asset Allocation Mutual Funds Due Diligence Etfs Series 63 Trading Capital Markets Finra Investor Relations Social Media Social Media Marketing Strategic Planning Business Development

Jeff Spears Education Details

  • Baylor University
    Baylor University
    Finance And Economics

Frequently Asked Questions about Jeff Spears

What company does Jeff Spears work for?

Jeff Spears works for Self-Employed

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

Jeff Spears's current role is Business Coach.

What is Jeff Spears's email address?

Jeff Spears's email address is js****@****cap.com

What is Jeff Spears's direct phone number?

Jeff Spears's direct phone number is +141532*****

What schools did Jeff Spears attend?

Jeff Spears attended Baylor University.

What are some of Jeff Spears's interests?

Jeff Spears has interest in Children, Entrepreneurship, Startup Advice And Strategy, Education, Equity Compensation, Startup Founders And Entrepreneurs, Startup Compensation, Co Founders, Startups, Arts And Culture.

What skills is Jeff Spears known for?

Jeff Spears has skills like Wealth Management, Alternative Investments, Asset Management, Wealth Management Services, Hedge Funds, Investments, Financial Advisory, Financial Services, Private Equity, Securities, Investment Management, Equities.

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