Directory

>

Jeffrey Nudelman

avatar

Jeffrey Nudelman

VP/Senior Wealth Manager | AMG National Trust

New Jersey, Cranford, United States

View contact details (it's free)

Jeffrey Nudelman

Summary

Jeffrey Nudelman is a seasoned Comprehensive Wealth Management Advisor with over two decades of experience in the financial services industry. He specializes in crafting tailored financial strategies for corporate executives, families, and affluent business owners. His expertise spans several critical areas including security, tax planning, retirement planning, and estate planning. Jeffrey is currently a Vice President and Senior Wealth Manager at AMG National Trust, where he develops comprehensive financial plans that align with clients' long-term goals. He holds a degree in Finance and Business Administration from Susquehanna University and a certificate in Financial Planning from Fairleigh Dickinson University. With a strong focus on investment strategy and risk management, he aims to provide his clients with peace of mind regarding their financial futures. Jeffrey's extensive experience in wealth management positions him as a trusted advisor in navigating complex financial landscapes. He is committed to continuous learning and adapting to the evolving financial environment to better serve his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jeffrey Nudelman

Work Experience

company logo

VP/Senior Wealth Manager at

AMG National Trust

October 1998 - Present

Logos provided by Logo.dev

Jeffrey Nudelman

Education

Fairleigh Dickinson University, Certificate, Financial Planning

January 2001 - January 2003

River Dell

Susquehanna University, Finance, Business Administration

January 1981 - January 1985

Frequently Asked Questions about Jeffrey Nudelman

What is Jeffrey Nudelman email address?

Jeffrey Nudelman's primary email address is **********@amgnational.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Nudelman work for?

Jeffrey Nudelman is a VP/Senior Wealth Manager at AMG National Trust.

Where Jeffrey Nudelman graduated from?

Jeffrey Nudelman holds a degree in null from Fairleigh Dickinson University.

How can I directly contact Jeffrey Nudelman?

To contact Jeffrey Nudelman directly, you can use the email address **********@amgnational.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Nudelman?

Jeffrey Nudelman is a seasoned Comprehensive Wealth Management Advisor with over two decades of experience in the financial services industry. He specializes in crafting tailored financial strategies for corporate executives, families, and affluent business owners. His expertise spans several critical areas including security, tax planning, retirement planning, and estate planning. Jeffrey is currently a Vice President and Senior Wealth Manager at AMG National Trust, where he develops comprehensive financial plans that align with clients' long-term goals. He holds a degree in Finance and Business Administration from Susquehanna University and a certificate in Financial Planning from Fairleigh Dickinson University. With a strong focus on investment strategy and risk management, he aims to provide his clients with peace of mind regarding their financial futures. Jeffrey's extensive experience in wealth management positions him as a trusted advisor in navigating complex financial landscapes. He is committed to continuous learning and adapting to the evolving financial environment to better serve his clients.

Jeffrey`s contact details

mail

**********@amgnational.com

Colleagues

avatar
Linda Weinrib

Vice President of Financial Counseling

avatar
Masood Dhunna

President, Private Wealth Managment

avatar
Curtis Coles

Financial Services Sales Professional

John Romagna

Senior Vice President

avatar
Kevin Bervik

Trust Officer

Joshua Stevens

Securities Research Analyst

avatar
Brett Spillman

Credit Analyst

avatar
Chris Jacoby

Senior Vice President, Private Capital Group

avatar
Douglas Meckelnburg

Commercial Credit Analyst

View Contact details (it's free)
Request Profile Removal