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@schultzcollins.com
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2 phones found area 949
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LinkedIn matched
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Jeffrey A. Hawkins is listed as Senior Vice President, Wealth Advisor at Farther, a company with 14 employees, based in Bend, Oregon, United States. AeroLeads shows a work email signal at schultzcollins.com, phone signal with area code 949, and a matched LinkedIn profile for Jeffrey A. Hawkins.
Jeffrey A. Hawkins previously worked as Vice President at Goldman Sachs and Vice President, Sr. Wealth Advisor at United Capital Financial Advisers, Llc. Jeffrey A. Hawkins studied at Dartmouth College And Duke: Fuqua School Of Business.
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AeroLeads found 1 current-domain work email signal for Jeffrey A. Hawkins. Compare company email patterns before reaching out.
At Farther Finance we live where your life and your finances meet. Life is a series of trade-offs. More of one thing usually means less of another. We all face tough decisions in our lives, and we help guide you to smarter choices by weighing your options and helping you decide what is best for you and your family.
Listed skills include Investments, Equities, Investment Advisory, Alternative Investments, and 14 others.
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A career timeline built from the work history available for this profile.
Bay Area, CA / Bend, OR, United States
More than 30 years of financial services experience providing objective, independent, impartial, and comprehensive advice and service to individuals and families. Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different.
San Francisco Bay Area
Non-discretionary, fee based lead financial adviser for high net worth individuals and families, trusts & institutions. Customized solutions to meet unique and dynamic goals and objectives of my clients. Collaboratively developed with the client, their portfolio design and investment policy, taking into account return and spending requirements, risk.
New York City And San Francisco Bay Area
Identified and cultivated new relationships by targeting large shareholders of publicly traded companies, founders of privately held companies and other high-net-worth families. Completed eight month Private Wealth Management Training in New York. Areas of experience include: sophisticated asset allocation modeling and implementation, alternative.
New York City
Completed ten-week Equity Summer Associate Training Program. During this program became proficient in the inner working of an investment banking firm, including Equity and Fixed Income Trading and Research, Derivatives, Investment Management, and Capital Markets. Received full-time offer as Private Wealth Manager in San Francisco.
San Francisco Bay Area
Initially sold mutual funds and provided investment advice to individual investors. Became the Chief spokesperson for Robertson Stephens Investment Management. Developed and implemented national communications and marketing programs to more effectively promote corporate image, introduce new products, and increase assets under management. Served as firm's.
San Francisco Bay Area
Two-year rotational training program learning the inner workings of an extremely successful asset management firm. Defined Contribution Specialist, Franklin Institutional Services Corporation Marketing Research Analyst, Franklin Institutional Services Corporation Assistant Research Analyst, Municipal Bond Department
Worldwide
Toured and competed in United States, Europe and Asia. Achieved world doubles Ranking
Other employees you can reach at farther.com. View company contacts for 14 employees →
Brett Tushingham, Cfp®
Colleague at FartherGreater Wilmington Area, United States
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AM
Adam Montanez
Colleague at FartherIrving, Texas, United States, United States
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Grace Ware
Colleague at FartherSan Juan Capistrano, California, United States, United States
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Cole Fleming
Colleague at FartherLeland, North Carolina, United States, United States
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Josaphine Xayyaraj
Colleague at FartherDallas, Texas, United States, United States
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Vivienne Matejek
Colleague at FartherWestfield, New Jersey, United States, United States
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AK
Ava Kilgore
Colleague at FartherWinston-Salem, North Carolina, United States, United States
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Bob Savage
Colleague at FartherCorona, California, United States, United States
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CT
Christine Thibodeaux, Cfp®
Colleague at FartherSan Francisco Bay Area, United States
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AZ
Abdo Zedan
Colleague at FartherCairo, Egypt, Egypt
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Activities and Societies: Selected for Fuqua Fellowship and Rollins Scholarship. Member of Minority Business Consulting Project and Blue.
Activities and Societies: Captain Varsity Tennis - Selected member of All-Ivy Tennis Team, Member Green Key Junior Honor Society Sphinx.
Quick answers generated from the profile data available on this page.
Jeffrey A. Hawkins works for Farther.
Jeffrey A. Hawkins is listed as Senior Vice President, Wealth Advisor at Farther.
AeroLeads has found 1 work email signal at @schultzcollins.com for Jeffrey A. Hawkins at Farther.
AeroLeads has found 2 phone signal(s) with area code 949 for Jeffrey A. Hawkins at Farther.
Jeffrey A. Hawkins is based in Bend, Oregon, United States while working with Farther.
Jeffrey A. Hawkins has worked for Farther, Goldman Sachs, United Capital Financial Advisers, Llc, Girard Securities, Inc., and Schultz Collins, Inc..
Jeffrey A. Hawkins's colleagues at Farther include Brett Tushingham, Cfp®, Adam Montanez, Grace Ware, Cole Fleming, and Josaphine Xayyaraj.
You can use AeroLeads to view verified contact signals for Jeffrey A. Hawkins at Farther, including work email, phone, and LinkedIn data when available.
Jeffrey A. Hawkins studied at Dartmouth College And Duke: Fuqua School Of Business.
Jeffrey A. Hawkins is listed with skills including Investments, Equities, Investment Advisory, Alternative Investments, Asset Allocation, Investment Strategies, Portfolio Management, and Mutual Funds.
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