Jeff Halbert
Senior Vice President @Citi
Laguna Beach, CA, US
EMAILS
MOBILE NUMBERS
+13•••••••91
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WORK HISTORY
Sep 2023 — Present
Senior Vice President @Citi
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Los Angeles, CA, US
EDUCATION
2005
Crummer Graduate School of Business at Rollins College
Masters, Business Administration; Finance, Management
2000 — 2004
Rollins College
Economics
ABOUT JEFF HALBERT
I work closely with law firms as well as their attorneys. I strive to foster close personal relationships with my clients so that I can better understand their needs and investment goals, and ultimately help bring clarity to their financial lives. My clients value Citi’s pursuit of unique and innovative investment opportunities, and access to state-of-the-art financial planning tools.
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