Jeffrey M. Stirling, Cfp®, Caia

Jeffrey M. Stirling, Cfp®, Caia Email and Phone Number

Regional Director @ Horizon
Philadelphia, PA, US
Jeffrey M. Stirling, Cfp®, Caia's Location
Philadelphia, Pennsylvania, United States, United States
Jeffrey M. Stirling, Cfp®, Caia's Contact Details

Jeffrey M. Stirling, Cfp®, Caia work email

Jeffrey M. Stirling, Cfp®, Caia personal email

Jeffrey M. Stirling, Cfp®, Caia phone numbers

About Jeffrey M. Stirling, Cfp®, Caia

Jeffrey M. Stirling, Cfp®, Caia is a Regional Director at Horizon. He possess expertise in research, risk management, financial analysis, retirement planning, strategic financial planning and 7 more skills.

Jeffrey M. Stirling, Cfp®, Caia's Current Company Details
Horizon

Horizon

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Regional Director
Philadelphia, PA, US
Website:
horizoninvestments.com
Employees:
142
Jeffrey M. Stirling, Cfp®, Caia Work Experience Details
  • Horizon
    Regional Director
    Horizon
    Philadelphia, Pa, Us
    View
  • Fs Investments
    Regional Director
    Fs Investments Feb 2020 - Oct 2024
    Philadelphia, Pennsylvania, United States
    Responsible for capital raise for the firm's California/UT Territory for RIAs and IBD advisors
    View
  • Fs Investments
    Sr. Internal Advisory Consultant
    Fs Investments Jan 2019 - Jan 2020
    Philadelphia, Pennsylvania
    View
  • Fs Investments
    Internal Advisory Consultant
    Fs Investments Jan 2017 - Dec 2018
    Philadelphia, Pennsylvania
    View
  • Fs Investments
    Sales Associate
    Fs Investments Oct 2015 - Jan 2017
    Philadelphia, Pennsylvania
    View
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jul 2012 - Oct 2015
    Bala Cynwyd, Pennsylvania
    Working with individuals, families, and businesses to develop well-balanced investment and insurance plans for protecting and building their futures.
    View
  • Cornerstone Bank, N.A.
    Intern
    Cornerstone Bank, N.A. Jun 2011 - Sep 2011
    Lexington, Virginia
    Research local and national economic conditions, update quarterly reports, update templates on excel and word, participated in loan committee meetings.

Jeffrey M. Stirling, Cfp®, Caia Skills

Research Risk Management Financial Analysis Retirement Planning Strategic Financial Planning Wealth Management Economics Statistics Sales Public Speaking Team Leadership Investment Strategies

Jeffrey M. Stirling, Cfp®, Caia Education Details

Frequently Asked Questions about Jeffrey M. Stirling, Cfp®, Caia

What company does Jeffrey M. Stirling, Cfp®, Caia work for?

Jeffrey M. Stirling, Cfp®, Caia works for Horizon

What is Jeffrey M. Stirling, Cfp®, Caia's role at the current company?

Jeffrey M. Stirling, Cfp®, Caia's current role is Regional Director.

What is Jeffrey M. Stirling, Cfp®, Caia's email address?

Jeffrey M. Stirling, Cfp®, Caia's email address is bs****@****lub.com

What is Jeffrey M. Stirling, Cfp®, Caia's direct phone number?

Jeffrey M. Stirling, Cfp®, Caia's direct phone number is +160943*****

What schools did Jeffrey M. Stirling, Cfp®, Caia attend?

Jeffrey M. Stirling, Cfp®, Caia attended Washington And Lee University, The American College.

What are some of Jeffrey M. Stirling, Cfp®, Caia's interests?

Jeffrey M. Stirling, Cfp®, Caia has interest in Power Lifting, Crossfit, Swimming, Olympic Weightlifting.

What skills is Jeffrey M. Stirling, Cfp®, Caia known for?

Jeffrey M. Stirling, Cfp®, Caia has skills like Research, Risk Management, Financial Analysis, Retirement Planning, Strategic Financial Planning, Wealth Management, Economics, Statistics, Sales, Public Speaking, Team Leadership, Investment Strategies.

Who are Jeffrey M. Stirling, Cfp®, Caia's colleagues?

Jeffrey M. Stirling, Cfp®, Caia's colleagues are Ticket Adeshile, Rio Harper, Elizabeth Cogswell Shrm-Cp, Jack Grantham, Matthew Terry, Cfp®, Monali Patel, Kayla Long.

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