Jeffrey Bard: Email & Phone Number
Opt-OutPosition:
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Location:
Albuquerque, New Mexico, United States
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A different Jeffrey Bard?
Sign up to search for other Jeffrey Bard's across our 850M+ professionals databaseWork Experience 18 years
Jul 2014 - Current
Jul 2008 - Apr 2011
Jeffrey is proficient in English. Their professional focus is Estate and Retirement Planning Services, Estate Planning Strategies and Wealth Transfer, and Family Wealth Management Strategies across 3 core areas.
Jeffrey holds Personal Investment Advisor and Chartered Financial Consultant certifications and has been awarded Forbes "Best-in-State Wealth Management Teams"
Education
Bachelor's Degree at University of New Mexico
Skills
Family Wealth Management Strategies, Estate Planning Strategies and Wealth Transfer, Estate and Retirement Planning ServicesSimilar profiles
Other employees at Merrill Lynch
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