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Jeffrey Darien

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Jeffrey Darien

Vice President | Churchill Management Group

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jeffrey Darien

Work Experience

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Vice President at

Churchill Management Group

February 2021 - Present

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Senior Director - Investments, Wealth Management at

Crystal Bay Cafe

May 2019 - January 2021

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Senior Financial Advisor, Vice President at

Merrill Lynch/Wfc/L. Inc.

September 2017 - May 2019

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Vice President, Financial Consultant at

Charles Schwab

December 2012 - September 2017

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Private Wealth Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

October 2009 - March 2012

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National Accounts at

Efinancialcareers Dice Holdings

February 2006 - October 2009

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Recording Artist at

Mach Five And Aerovox

January 1995 - January 2006

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Jeffrey Darien

Education

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

mail

*******@churchill-group.com

*******@churchillmanagement.com

**************@opco.com

Colleagues

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Nick Radtke

Vice President - Client Relations

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Ryan Murphy

Executive Vice President- Churchill Management Group

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Cfp Blake Cecil

Vice President

Ryan Formanek

Vice President - Client Services

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Randy Ickler

Vice President Client Services

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Rob Peterson

Sr. Vice President, Portfolio Manager

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Terrie Bray

Vice President

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Michael Flynn

Vice President

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Michael Friedman

Vice president

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Nicholas Dewsnap

Client Services Vice President

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