Jeffrey Kirk
Wealth Management Advisor | Helping you get the most out of life with your money
- Role
- Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jeffrey Kirk
As a CFP® professional, I help clients thoughtfully plan for and smoothly transition into retirement. I work closely with your existing tax, legal, and real estate professionals. Behind the scenes, I am supported by a skilled internal team of specialists in investments, lending, and estate planning strategies. Together, we coordinate all the moving parts of your financial life so you can stay focused on what truly matters: your health, family, home, career, causes you care about, and the things that bring you joy.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Wealth Management Advisor, Vice President
Dec 2019 — Present
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
1990 — 1992
Skills
- Oracle
- Requirements Analysis
- Cloud Computing
- Executive Management
- Oracle Applications
- Oracle E-Business Suite
- Solution Selling
- Product Marketing
- Business Alliances
- Business Intelligence
- Demand Generation
- Social Media Marketing
- Go-to-Market Strategy
- Leadership
- Pre-Sales
- Obiee
- Business Analytics
- Data Warehousing
- Competitive Analysis
- Professional Services
- Strategy
- IT Strategy
- Product Development
- Business Objects
- Market Research
- Integration
- Etl
- Enterprise Software
- Public Speaking
- Enterprise Architecture
- Strategic Partnerships
- Sdlc
- Solution Architecture
- Partner Management
- Product Management
- Agile Methodologies
- Management
- Sales Enablement
- Analytics
- Team Leadership
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