Perry K Jeffries

The Entrepreneur's Chief Financial Officer

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Location:

4075 Quentin Blvd, Columbus, OH 43085

Industry:

Financial Services

Work:

Profit First Professionals- It's Your Business. Shouldn't Your Profit Come First?
Coach
Rise and Grind By Daymond John
Brand Ambassador
The Entrepreneur's C.f.o
The Entrepreneur's Chief Financial Officer
Diamond Equity Advisors
President
Jpmorgan Chase & Co. Apr 2014 - Jul 2014
Independent Chase Private Client Advisor

Education:

Tennessee State University 1997 - 1999
Bachelors, Bachelor of Science, Mathematics, Biology Genesee Community College 1995 - 1997
Associates, Liberal Arts, Liberal Studies Howard University 1994 - 1995
Central - Hower High School 1994

Skills:

Investments
Series 7
Retirement
Finance
Mutual Funds
Series 63
Securities
Wealth Management
Mortgage Lending
Strategic Financial Planning
Fixed Annuities
Loans
Financial Analysis
Estate Planning
Portfolio Management
Insurance
Financial Modeling
Financial Advisory
Asset Allocation
Retirement Planning
Investment Advisory
Asset Managment
Pensions
Public Speaking
Leadership
Financial Services
401 Retirement Savings Plans
Budgeting
Life Insurance
Investment Management
Small Business
Real Estate
Consulting

Languages:

English

Certifications:

Certified John C. Maxwell Coach, Teacher, Trainer and Speaker
Performance Enhancement Specialist
Certified Plan Fiduciary Advisor

Perry Jeffries

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Perry Jeffries

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Location:

United States