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Jeffrey Aschieris, Mba, Ctfa Email & Phone Number

Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company
Location: Newport Beach, California, United States 9 work roles 3 schools
1 work email found @whittiertrust.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email j****@whittiertrust.com
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Current company
Role
Vice President, Client Advisor at Whittier Trust Company
Location
Newport Beach, California, United States
Company size

Who is Jeffrey Aschieris, Mba, Ctfa? Overview

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Quick answer

Jeffrey Aschieris, Mba, Ctfa is listed as Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company, a company with 175 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at whittiertrust.com and a matched LinkedIn profile for Jeffrey Aschieris, Mba, Ctfa.

Jeffrey Aschieris, Mba, Ctfa previously worked as Vice President, Client Advisor at Whittier Trust Company and Assistant Vice President, Client Advisor at Whittier Trust Company. Jeffrey Aschieris, Mba, Ctfa holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Southern California - Marshall School Of Business.

Company email context

Email format at Whittier Trust Company

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*@whittiertrust.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jeffrey Aschieris, Mba, Ctfa. Compare company email patterns before reaching out.

Profile bio

About Jeffrey Aschieris, Mba, Ctfa

Jeffrey Aschieris, Mba, Ctfa is a Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company. He possess expertise in social media, event planning, social networking, social media marketing, facebook and 13 more skills. Colleagues describe him as "I’ve had the pleasure of working with Jeff over the last 3 years while pursuing our MBA at USC. Over that time, I’ve taken many classes with Jeff and worked with him on projects together. He is an extremely reliable team member with an incredible amount of work ethic. There were many instances where we had meetings late at night, and he was still in the office prioritizing his clients at Whittier. Over our time together, Jeff has offered me advice on trust and estate planning techniques.… Show more" and "Jeff and I met and partnered on numerous deals at our time with Sands Investment Group and I could not have asked for a better person to work with. Jeff was excellent with all communication with buyers and seller on existing deals and was the utmost professional in all interactions with potential clients. Jeff was often the first one to the office and one of the last to leave. When looking back and my time with SIG, I don’t think I would have had the personal success I had without… Show more"

Listed skills include Social Media, Event Planning, Social Networking, Social Media Marketing, and 14 others.

Current workplace

Jeffrey Aschieris, Mba, Ctfa's current company

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Whittier Trust Company
Whittier Trust Company
Vice President, Client Advisor at Whittier Trust Company
south pasadena, california, united states
Employees
175
AeroLeads page
9 roles

Jeffrey Aschieris, Mba, Ctfa work experience

A career timeline built from the work history available for this profile.

Vice President, Client Advisor

Current

Newport Beach, California, United States

Since 1935, Whittier Trust has been helping highly affluent individuals and families accomplish what is most important to them -- enriching and enhancing our clients' lives by providing expert guidance, superior investment performance and exceptionally tailored service. We provide unrivaled investment, wealth management, fiduciary and philanthropic.

Dec 2023 - Present

Assistant Vice President, Client Advisor

Newport Beach, California, United States

Aug 2023 - Dec 2023

Net Lease Advisor

Charleston, South Carolina Area

Sands Investment Group is America's fastest growing triple net lease company, specializing in the buying and selling of NNN lease properties for private institutions and investors nationwide. Our brokers are experts in their product type, from restaurants to retail and everything in between. Our company of distinguished experts in all aspects of NNN lease.

May 2016 - Sep 2018

Development Associate

Charleston, South Carolina

- Management of a portfolio of 160+ annual fund donors- In person visits, phone, and email communication with donors- Solicitation of gifts ranging from $60 - $9000- Event planning and execution at home sporting events and throughout the CAA conference.- Recruitment of young alumni and new young donors- Gameday functions such as hosting hospitality suites.

Oct 2013 - Apr 2016

Development Assistant

College Of Charleston Cougar Club

Charleston, South Carolina Area

Jul 2013 - Oct 2013

Sports Marketing Intern

College Of Charleston Athletics

Charleston, South Carolina

Aug 2012 - May 2013

Sailing Instructor

Newport Harbor Yacht Club

Newport Beach, CA

Worked as a sailing coach for both after-school and summer programs.

Jan 2007 - Aug 2011
Team & coworkers

Colleagues at Whittier Trust Company

Other employees you can reach at whittiertrust.com. View company contacts for 175 employees →

3 education records

Jeffrey Aschieris, Mba, Ctfa education

Bachelor Of Science - Bs, Business Administration And Management, General

Activities and Societies: 2x National Champion as Member of Division One Varsity Sailing Team, Member and Philanthropy Chairman of Pi.

FAQ

Frequently asked questions about Jeffrey Aschieris, Mba, Ctfa

Quick answers generated from the profile data available on this page.

What company does Jeffrey Aschieris, Mba, Ctfa work for?

Jeffrey Aschieris, Mba, Ctfa works for Whittier Trust Company.

What is Jeffrey Aschieris, Mba, Ctfa's role at Whittier Trust Company?

Jeffrey Aschieris, Mba, Ctfa is listed as Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company.

What is Jeffrey Aschieris, Mba, Ctfa's email address?

AeroLeads has found 1 work email signal at @whittiertrust.com for Jeffrey Aschieris, Mba, Ctfa at Whittier Trust Company.

Where is Jeffrey Aschieris, Mba, Ctfa based?

Jeffrey Aschieris, Mba, Ctfa is based in Newport Beach, California, United States while working with Whittier Trust Company.

What companies has Jeffrey Aschieris, Mba, Ctfa worked for?

Jeffrey Aschieris, Mba, Ctfa has worked for Whittier Trust Company, Sands Investment Group, College Of Charleston Cougar Club, College Of Charleston Athletics, and Newport Harbor Yacht Club.

Who are Jeffrey Aschieris, Mba, Ctfa's colleagues at Whittier Trust Company?

Jeffrey Aschieris, Mba, Ctfa's colleagues at Whittier Trust Company include Marykay Lister, Caleb Silsby, Cfa, Renee Mcqueen, Mike Casey, and Kristen Matteoni.

How can I contact Jeffrey Aschieris, Mba, Ctfa?

You can use AeroLeads to view verified contact signals for Jeffrey Aschieris, Mba, Ctfa at Whittier Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Aschieris, Mba, Ctfa attend?

Jeffrey Aschieris, Mba, Ctfa holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Southern California - Marshall School Of Business.

What skills is Jeffrey Aschieris, Mba, Ctfa known for?

Jeffrey Aschieris, Mba, Ctfa is listed with skills including Social Media, Event Planning, Social Networking, Social Media Marketing, Facebook, Marketing, Public Speaking, and Powerpoint.

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