👤 Personal Information
Full Namejeffery todd
GenderMale
Locationanchorage, alaska (united states)
Birth Year—
💼 Professional Details
Job Titlesenior vice president-investment officer
Industryfinancial services
Experience22 years
SummaryFirst Vice President-Investment Officer at Wells Fargo Advisors, LLC.
🛠 Skills
asset allocation
estate investment planning
fixed income strategies
investment strategies
retirement planning
retirement savings
securities
tax efficient strategies
wealth preservation planning
401k planning