Jeff Giguere
Wealth Management | Financial Planning
- Role
- Senior Wealth Advisor at Mercer Advisors
- Location
- Lafayette, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Advisor
Sep 2024 — Present · Walnut Creek, CA, US
Education
California State University, Chico
Bachelor of Science (B.S.), Finance, General
2010 — 2014
Skills
- Research
- Microsoft Office
- Powerpoint
- Microsoft Excel
- Strategic Planning
- Economics
- Technical Analysis
- Teamwork
- Budgets
- Finance
- Leadership
- Computer-Savvy
- Time Management
- Microsoft Word
- Team Leadership
- Stocks
- Sustainability
- Public Speaking
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