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Jeffrey Darien
Jeffrey Darien
Vice President | Churchill Management Group
United States
Jeffrey Darien
Summary
Jeffrey Darien is a seasoned professional in wealth management with a robust background in financial advisory and investment strategies. Currently serving as Vice President at Churchill Management Group, he specializes in 401(k) rollovers, asset allocation, and multigenerational wealth transfer strategies. His extensive experience spans across notable financial institutions such as Oppenheimer and Merrill Lynch, where he honed his skills in relationship management and tax-efficient strategies. Jeffrey's approach combines tactical investment methods with a client-centered philosophy, acting as a Personal CFO to align investment plans with clients' goals. He has a unique blend of experience in both corporate and client-facing roles, making him adept at navigating complex financial landscapes. Beyond his professional pursuits, Jeffrey's early career as a recording artist reflects his diverse interests and creative background. He holds a Bachelor's Degree from the University of Richmond, further solidifying his foundation in business and finance.
Jeffrey Darien
Work Experience
Vice President at
Churchill Management Group
February 2021 - Present
Senior Director - Investments, Wealth Management at
Crystal Bay Cafe
May 2019 - January 2021
Senior Financial Advisor, Vice President at
Merrill Lynch/Wfc/L. Inc.
September 2017 - May 2019
Vice President, Financial Consultant at
Charles Schwab
December 2012 - September 2017
Private Wealth Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
October 2009 - March 2012
National Accounts at
Efinancialcareers Dice Holdings
February 2006 - October 2009
Recording Artist at
Mach Five And Aerovox
January 1995 - January 2006
Jeffrey Darien
Education
University of Richmond - Robins School of Business, Bachelor's Degree
Frequently Asked Questions about Jeffrey Darien
What is Jeffrey Darien email address?
Jeffrey Darien's primary email address is *******@churchill-group.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jeffrey Darien work for?
Jeffrey Darien is a Vice President at Churchill Management Group, a company specializing in Security brokers & dealers.
Where Jeffrey Darien graduated from?
Jeffrey Darien holds a degree in from University of Richmond - Robins School of Business.
How can I directly contact Jeffrey Darien?
To contact Jeffrey Darien directly, you can use the email address *******@churchill-group.com. Complete contact information is available upon registration with Muraena.
Who is Jeffrey Darien?
Jeffrey Darien is a seasoned professional in wealth management with a robust background in financial advisory and investment strategies. Currently serving as Vice President at Churchill Management Group, he specializes in 401(k) rollovers, asset allocation, and multigenerational wealth transfer strategies. His extensive experience spans across notable financial institutions such as Oppenheimer and Merrill Lynch, where he honed his skills in relationship management and tax-efficient strategies. Jeffrey's approach combines tactical investment methods with a client-centered philosophy, acting as a Personal CFO to align investment plans with clients' goals. He has a unique blend of experience in both corporate and client-facing roles, making him adept at navigating complex financial landscapes. Beyond his professional pursuits, Jeffrey's early career as a recording artist reflects his diverse interests and creative background. He holds a Bachelor's Degree from the University of Richmond, further solidifying his foundation in business and finance.
Jeffrey`s contact details
*******@churchill-group.com
*******@churchillmanagement.com
**************@opco.com
Colleagues
Vice President - Client Relations
Executive Vice President- Churchill Management Group
Vice President
Vice President - Client Services
Vice President Client Services
Sr. Vice President, Portfolio Manager
Vice President
Vice President
Vice president
Client Services Vice President