Leader Of Special Interest Group, Managing Your Money In Retirement
Current
American Association Of Individual Investors (Aaii)
May 2019 - Present
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Jeffrey Sonshine Email & Phone Number
Leader of Special Interest Group, Managing Your Money in Retirement at American Association of Individual Investors (AAII)
at
Private Investor and Consultant
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✓ Verified August 2026
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Current company
Role
Leader of Special Interest Group, Managing Your Money in Retirement at American Association of Individual Investors (AAII)
Location
Manzanita, Oregon, United States
Company size
Who is Jeffrey Sonshine? Overview
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Quick answer
Jeffrey Sonshine is listed as Leader of Special Interest Group, Managing Your Money in Retirement at American Association of Individual Investors (AAII) at Private Investor and Consultant, a with 81 employees, based in Manzanita, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey Sonshine.
Jeffrey Sonshine previously worked as Leader of Special Interest Group, Managing Your Money in Retirement at American Association Of Individual Investors (Aaii) and Sole Owner at Private Investor And Consultant. Jeffrey Sonshine holds Mba, Finance from Texas A&M University.
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Private Investor and Consultant
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Profile bio
About Jeffrey Sonshine
Provider of Investment Advice to High Net Worth individuals. Seventeen years of Branch and Sales Management for Financial Advisors in the Broker/Dealer and RIA Communities. Mutual Fund Wholesaler to retail brokers and the RIA Community.Proven track record of exceeding sales goals and targets. Extensive public speaking and sales training experienceSpecialties: I am a Certified Financial Planner and I have completed Cannon Wealth Management Training. I am also a FINRA Arbitrator with excellent knowledge of compliance rules and regulations. Series 7, 8, 63, 65, 24. Life Insurance License
Current workplace
Jeffrey Sonshine's current company
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Private Investor And Consultant
12 roles
Jeffrey Sonshine work experience
A career timeline built from the work history available for this profile.
May 2015 - Present
Investment Consultant
I'm currently managing a book of HNW clients and working referrals from the TD Bank channel in Westchester, New York.
Nov 2011 - Apr 2015
Branch Manager
Td Ameritrade
New York, New York
Aug 2010 - Nov 2011
Vice President-Financial Consultant
Working with High Net Worth individuals to help them attain their financial goals
Apr 2010 - Aug 2010
Regional Sales Director
Effectively executed firms sales initiatives in the Northeast and MidAtlantic regions. Subject Matter Expert and drove all internal Schwab fee based investment solutions as well as Schwab Mutual Funds family. Served as Keynote speaker at end client events. Dedicated coach and trainer of 125 Financial Consultants in the branch system. Promoter of Asset Allocation and FInancial Planning. Sales to High Net Worth individuals.
Dec 2008 - Aug 2009
Senior Relationship Manager
Worked with 50 Registered Investment Advisors (RIA's) on the East Coast on business planning for Schwab's Advisor Network.
Jul 2007 - Jan 2009
Senior Vice President, Branch Manager
Smith Barney (Legg Mason)
Branch Manager for 20 Financial Advisors, largest Legg Mason office in New Jersey. Coaching, counseling, recruiting, administration, compliance, hiring, training.
Jun 2001 - Jun 2007
Senior Vice President
Worked in National Sales Administration on Strategic Planning-The Future of Financial Advice. Teamed with McKinsey Consultants
Feb 2000 - Jun 2001
Branch Manager
Managed large branch in Miami, Florida. Grew branch from 32 FA's in 1993 to 59 in 1999. Grew revenues from $8,000,000 to $22,000,000. Excellent recruiting record. Also managed branches in New Jersey and California.
Nov 1991 - Feb 2000
Sales Trainer
Revised Sales Training curriculum. Incorporated Asset Allocation into curriculum. Facilitated programs, arranged speakers, helped train over 1000 new Financial Advisors
Jan 1990 - Nov 1991
Account Executive/Financial Advisor
First Quintile performer, Assistant Branch Manager of office.
May 1983 - Dec 1990
Team & coworkers
Colleagues at Private Investor and Consultant
Other employees you can reach at iddcg.com. View company contacts for 81 employees →
MM
Morris Mayer
Colleague at Private Investor And ConsultantSt Louis, Missouri, United States
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LW
Leroy W. Jr. Warren
Colleague at Private Investor And ConsultantAllen, Texas, United States
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MW
Michael W
Colleague at Private Investor And ConsultantCheyenne, Wyoming, United States
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JF
Jeff Fine
Colleague at Private Investor And ConsultantRancho Santa Fe, California, United States
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CL
Charles Leedman
Colleague at Private Investor And ConsultantGreater Sydney Area, Australia
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RK
Rita Koor
Colleague at Private Investor And ConsultantOceanside, California, United States
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AR
Ashley Ritter
Colleague at Private Investor And ConsultantCollierville, Tennessee, United States
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RG
Robert G.
Colleague at Private Investor And ConsultantUnited States
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DG
Dean Gayle
Colleague at Private Investor And ConsultantGeelong West, Victoria, Australia
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JP
John Phillips
Colleague at Private Investor And ConsultantGreater Southampton Area, United Kingdom
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Morris Mayer
Colleague at Private Investor And ConsultantSt Louis, Missouri, United States
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LW
Leroy W. Jr. Warren
Colleague at Private Investor And ConsultantAllen, Texas, United States
View →
MW
Michael W
Colleague at Private Investor And ConsultantCheyenne, Wyoming, United States
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JF
Jeff Fine
Colleague at Private Investor And ConsultantRancho Santa Fe, California, United States
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CL
Charles Leedman
Colleague at Private Investor And ConsultantGreater Sydney Area, Australia
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RK
Rita Koor
Colleague at Private Investor And ConsultantOceanside, California, United States
View →
AR
Ashley Ritter
Colleague at Private Investor And ConsultantCollierville, Tennessee, United States
View →
RG
Robert G.
Colleague at Private Investor And ConsultantUnited States
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DG
Dean Gayle
Colleague at Private Investor And ConsultantGeelong West, Victoria, Australia
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JP
John Phillips
Colleague at Private Investor And ConsultantGreater Southampton Area, United Kingdom
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2 education records
Jeffrey Sonshine education
Mba, Finance
B.S, Finance
FAQ
Frequently asked questions about Jeffrey Sonshine
Quick answers generated from the profile data available on this page.
What company does Jeffrey Sonshine work for?
Jeffrey Sonshine works for Private Investor and Consultant.
What is Jeffrey Sonshine's role at Private Investor and Consultant?
Jeffrey Sonshine is listed as Leader of Special Interest Group, Managing Your Money in Retirement at American Association of Individual Investors (AAII) at Private Investor and Consultant.
Where is Jeffrey Sonshine based?
Jeffrey Sonshine is based in Manzanita, Oregon, United States while working with Private Investor and Consultant.
What companies has Jeffrey Sonshine worked for?
Jeffrey Sonshine has worked for American Association Of Individual Investors (Aaii), Private Investor And Consultant, Td Ameritrade, Charles Schwab, and Charles Schwab Institutional.
Who are Jeffrey Sonshine's colleagues at Private Investor and Consultant?
Jeffrey Sonshine's colleagues at Private Investor and Consultant include Morris Mayer, Leroy W. Jr. Warren, Michael W, Jeff Fine, and Charles Leedman.
How can I contact Jeffrey Sonshine?
You can use AeroLeads to view verified contact signals for Jeffrey Sonshine at Private Investor and Consultant, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Sonshine attend?
Jeffrey Sonshine holds Mba, Finance from Texas A&M University.
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