Jeff Whynot

Jeff Whynot Email and Phone Number

Portfolio Manager @ First National Bank - Maine
Fountain Hills, AZ, US
Jeff Whynot's Location
Fountain Hills, Arizona, United States, United States
Jeff Whynot's Contact Details
About Jeff Whynot

School: Yale UniversityJeff has over 25 years of experience in the Financial Services industry including positions with Merrill Lynch, Fidelity Investments and Bank of America. Current licenses include FINRA Series 63, 6, 7, 24, and 66, along with AZ Life & Health. Jeff also holds the CRPC designation.Jeff resides in Surprise, AZ with wife Cathy and a rescue Weimaraner named Cody. Their son Justin resides in Rochester, MA and daughter Brittany lives in Portland, ME.

Jeff Whynot's Current Company Details
First National Bank - Maine

First National Bank - Maine

View
Portfolio Manager
Fountain Hills, AZ, US
Website:
thefirst.com
Employees:
111
Jeff Whynot Work Experience Details
  • First National Bank - Maine
    Portfolio Manager
    First National Bank - Maine
    Fountain Hills, Az, Us
    View
  • Usaa
    Financial Advisor
    Usaa 2019 - Present
    Phoenix, Arizona Area
    View
  • First National Bank - Maine
    Portfolio Manager
    First National Bank - Maine Mar 2018 - Present
    Camden Me
    View
  • First National Bank - Maine
    Portfolio Manager
    First National Bank - Maine Mar 2018 - Present
    Camden Me
    View
  • Merrill Lynch
    Financial Wellness Specialist
    Merrill Lynch May 2010 - Present
    Scottsdale, Az
  • Merrill Edge
    Financial Solutions Advisor
    Merrill Edge Jun 2015 - Jul 2015
    Scottsdale, Az
    View
  • Holiday Retirement
    Community Manager
    Holiday Retirement Apr 2014 - Sep 2014
    Colorado Springs, Colorado Area
    Property management, sales, P/L responsibility
    View
  • Merrill Edge Advisory Center
    Financial Solutions Advisor
    Merrill Edge Advisory Center 2010 - 2014
    View
  • Harrington Wealth Management, Inc
    Vice President Of Client Relations
    Harrington Wealth Management, Inc Jun 2008 - Jan 2011
    Personalized financial advice and planning.
  • Truwest Credit Union
    Financial Advisor
    Truwest Credit Union Jun 2005 - Jun 2007
    View
  • Meridian Bank
    Financial Consultant
    Meridian Bank 2004 - 2006

Jeff Whynot Skills

New Business Development Sales Management Investments Client Relations Financial Services Retirement Financial Advisory Finance Management Sales Financial Analysis Asset Management Mutual Funds Retirement Planning

Jeff Whynot Education Details

Frequently Asked Questions about Jeff Whynot

What company does Jeff Whynot work for?

Jeff Whynot works for First National Bank - Maine

What is Jeff Whynot's role at the current company?

Jeff Whynot's current role is Portfolio Manager.

What is Jeff Whynot's email address?

Jeff Whynot's email address is je****@****ail.com

What schools did Jeff Whynot attend?

Jeff Whynot attended Yale University.

What are some of Jeff Whynot's interests?

Jeff Whynot has interest in Education, Hiking, Golf, Travel, Animal Welfare, Wine.

What skills is Jeff Whynot known for?

Jeff Whynot has skills like New Business Development, Sales Management, Investments, Client Relations, Financial Services, Retirement, Financial Advisory, Finance, Management, Sales, Financial Analysis, Asset Management.

Who are Jeff Whynot's colleagues?

Jeff Whynot's colleagues are Megan Siegenthaler, Matthew Mattson, Alicia Costa, Courtney Brehaut, Michelle Curtis, Brittney Hammond, Tc Bland.

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