Jeff Ferraris
Director of Investment Services at UFCU through LPL Financial
- Role
- Director of Investment Services at UFCU
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jeff Ferraris
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Director of Investment Services
Aug 2020 — Present · Austin, TX, US
Education
University of Rhode Island
BS, Resource and Development
1984 — 1988
University of Phoenix
MBA, Business Administration
1995 — 1997
Pacific Coast Banking School
Banking
2003 — 2005
Rensselaer Polytechnic Institute
Graduate Studies
1990 — 1993
Skills
- Wealth Management
- Credit
- Loans
- Banking
- Coaching
- Affluent Customer Segment
- Team Leadership
- Diversity & Inclusion
- Investment Strategies
- Series 7
- Consumer Lending
- Small Business Lending
- Private Banking
- Relationship Management
- Cross Selling
- Insurance
- Deposits
- Retirement
- Commercial Banking
- Finance
- Financial Services
- Mortgage Lending
- Management
- Leadership
- Commercial Lending
- Retail Banking
- Sales
- Investments
- Financial Analysis
- Credit Analysis
- Portfolio Management
- Risk Management
- Loan Origination
- Lines of Credit
- Team Building
- Financial Planning
- Retirement Planning
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