Jeff Bullard, AEP®, ChFC®, CFP®, CLU®, LUTCF®
Wealth Management Consultant at Saybrus Partners- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Saybrus Partners
-
United States
-
Insurance
-
100 - 200 Employee
-
Wealth Management Consultant
-
Nov 2009 - Present
Top 5 Producer, Saybrus Partners, 2010-2019. Chairman's Elite Honor, 2013-2019. Edward Jones Certificate of Excellence Award, 2013-2016 (years given). Saybrus Impact Award, 2014. Mentor, 2016. Top 5 Producer, Saybrus Partners, 2010-2019. Chairman's Elite Honor, 2013-2019. Edward Jones Certificate of Excellence Award, 2013-2016 (years given). Saybrus Impact Award, 2014. Mentor, 2016.
-
-
-
The Phoenix Companies, Inc.
-
United States
-
Financial Services
-
100 - 200 Employee
-
Internal Sales Consultant
-
Mar 2008 - Nov 2009
-
-
-
State Farm
-
United States
-
Insurance
-
700 & Above Employee
-
Branch Operations Manager
-
Feb 2004 - Mar 2008
-
-
-
New York Life Insurance Company
-
United States
-
Financial Services
-
700 & Above Employee
-
Registered Representative/Agent
-
Jun 2001 - Feb 2004
Executive Council Member Executive Council Member
-
-
-
Lowe's Companies, Inc.
-
United States
-
Retail
-
700 & Above Employee
-
Area Trainer, Installed Sales Manager, Department Manager, Sales Specialist
-
Dec 1996 - Jun 2001
Employed Dec 1996 - Dec 1998 / Aug 1999 - Jun 2001. Time off taken to run businesses. Sales Trainer for Dallas Region. Managed installed sales by 100+ associates. Managed Appliance & Kitchen Department with daily responsibility for overall store management. Top Sales Specialist in Dallas Region. Employed Dec 1996 - Dec 1998 / Aug 1999 - Jun 2001. Time off taken to run businesses. Sales Trainer for Dallas Region. Managed installed sales by 100+ associates. Managed Appliance & Kitchen Department with daily responsibility for overall store management. Top Sales Specialist in Dallas Region.
-
-
-
-
Self Employeed Business Owner
-
Mar 1994 - Jul 2000
Developed and sold two businesses. Emerald Lawn Care: commercial and residential lawn maintenance; 3/94 - 8/00. Bullard Distributing: wholesale distribution of bakery goods in North Texas region; 1/95 - 4/97. Developed and sold two businesses. Emerald Lawn Care: commercial and residential lawn maintenance; 3/94 - 8/00. Bullard Distributing: wholesale distribution of bakery goods in North Texas region; 1/95 - 4/97.
-
-
Education
-
Austin College
BLA, Political Science and Government / English Literature -
Grayson College
Music Theory and Composition / Pre-Law -
The American College of Financial Services
ChFC, CFP, CLU, LUTCF