Jeffrey Meyer
Wealth Advisor at SeaCrest Wealth Management
- Role
- Wealth Advisor at Seacrest Wealth Management
- Location
- Rapid City, SD, US
- LinkedIn followers
- 500 followers
About Jeffrey Meyer
PROFILEPerformance-driven, insightful professional with a proven ability to achieve and exceed business-development goals in high-pressure environments.Skilled at consulting with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial-planning goals.Relationship-development expertise that complements the ability to aggressively build solid client base and drive revenue growth.Comprehensive knowledge of and experience in leveraging numerous investment instruments in a variety of complex scenarios.Accomplished presenter able to deliver a compelling message in an engaging and dynamic presentation style. Proven leadership and team-building skills, coupled with the ability to direct strong teams in managing customer relationships and providing investment services.
Experience
Wealth Advisor
Jun 2008 — Present
Education
University of South Dakota
BS
1991 — 1995
San Diego State University
Master of Science Business Administration
1999 — 2001
Skills
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Financial Markets
- Wealth
- Wealth Management Services
- Asset Management
- Etfs
- Fixed Income
- Funding
- Financial Advisory
- Uniform Combined State Law
- Pensions
- Investment Advisory
- Capital Markets
- Mortgage Lending
- Portfolio Management
- Loans
- Wealth Management
- 401k
- Insurance
- Financial Analysis
- Asset Managment
- Investments
- Investment Management
- Strategy
- Equities
- Retirement Planning
- Securities
- Estate Planning
- Finra
- Financial Services
- Retirement
- Bonds
- Strategic Financial Planning
- Hedge Funds
- Fixed Annuities
- Iras
- Asset Allocation
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