Jeff Innes Email and Phone Number
Jeff Innes work email
- Valid
Jeff Innes personal email
My background consists of over fifteen years experience working in the financial industry, including financial analysis, sales, investments, trading, coaching and mentoring, client and account management, credit analysis, retirement planning, cash management, mortgages, and research and analysis on companies and industries. My experience also includes back office functions including settlements of trades and wires, cash and credit management.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Workplace Planning ConsultantFidelity Investments Jan 2013 - PresentSeries 7, 66 & 63
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Stock And Options Analyst/Coach EducationWealthrock Oct 2011 - Jul 2012Draper, UtTeaching clients and students basic to complex stock and option trading and investing strategies, research and analysis of companies and industries, assisted with the development of educational materials for client and student use.
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Accounting A/RKnotts And Co Jun 2010 - Mar 2011Salem, UtManaged credit application process, all Account Receivables. Tax and asset planning and structuring.
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Finance/Mortgage BrokerRate Stratiegies Inc Mar 2008 - May 2010Spanish Fork, Ut
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ContollerAzure Legacy Group Feb 2007 - Mar 2008Draper, UtMonthly and quarterly reconciliation, accounts payables, receivables, asset and inventory tracking, real estate project analysis and viability, capital expenditures, management and budgeting, forecasting and reporting. My responsibilities also included all human resource operations, employee tracking and benefit plan administration.
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Mortgage OriginatorDsi/Self Employed Mar 2001 - Feb 2007Spanish Fork/Provo, UtOriginated commercial and residential loans for clients. Cost and benefit analysis of projects. Managed a team of brokers. Facilitated training, support and continuing education. Operations and Employee Management.
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Stock Transfer/Investor RelationsBank Of New York Jun 1998 - Oct 2000Orem, UtFacilitated stock transfers, option redemptions, splits, mergers, and acquisitions. Managed and trained a team of Investor Relations agents. Weekly statistical reportingHandled high level escalation and priority situations for clients. Operations planning.
Jeff Innes Skills
Jeff Innes Education Details
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Finance And Economics
Frequently Asked Questions about Jeff Innes
What company does Jeff Innes work for?
Jeff Innes works for Fidelity Investments
What is Jeff Innes's role at the current company?
Jeff Innes's current role is Workplace Planning Consultant Fidelity Investments.
What is Jeff Innes's email address?
Jeff Innes's email address is je****@****ity.com
What schools did Jeff Innes attend?
Jeff Innes attended Utah State University.
What skills is Jeff Innes known for?
Jeff Innes has skills like Financial Analysis, Account Management, Options Strategies, Financial Modeling, Stock Management, Bond Markets, Benefits Administration, Financial Coaching, Loan Origination, Capital Budgeting, Client Development.
Who are Jeff Innes's colleagues?
Jeff Innes's colleagues are Kent Qian, Tim Sheridan, Khalifa Aldosary, Shanmugam Varatharajan, Stephen Palermo, Ian Alexander, Chethan Kottari.
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