Jeff Zesiger, MS, CFP®
President & CEO at UMA Financial Services- Claim this Profile
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Credentials
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Accredited Asset Management Specialist - AAMS
College for Financial Planning -
Certified Financial Planner - CFP
Certified Financial Planner Board of Standards, Inc. -
Master Planner Advanced Studies - MPAS
College for Financial Planning
Experience
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UMA Financial Services
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United States
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Financial Services
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1 - 100 Employee
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President & CEO
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Apr 2009 - Present
Financial Planning and wealth management for Utah Medical Association member physicians and their families. Financial Planning and wealth management for Utah Medical Association member physicians and their families.
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Charles Schwab & Co.
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United States
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Medical Practices
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Vice President - Financial Consultant
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Jun 2006 - Apr 2009
• Management of financial affairs for select individuals and families throughout Utah, Montana, and Wyoming. • Management of financial affairs for select individuals and families throughout Utah, Montana, and Wyoming.
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Section Manager – Investment Management Division
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Oct 2000 - Jun 2006
Management oversight of daily work and career progression for multiple teams and the resolution of complex issues. Previous responsibilities included managing wealth for high-net-worth individuals, trading securities and acquiring new clients. Management oversight of daily work and career progression for multiple teams and the resolution of complex issues. Previous responsibilities included managing wealth for high-net-worth individuals, trading securities and acquiring new clients.
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Senior Financial Representative
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Jul 1995 - Oct 2000
Acquisition and management of client relationships. Client assistance with investment selection and insurance products, financial planning and portfolio reviews. Training other representatives and conducting seminars. Acquisition and management of client relationships. Client assistance with investment selection and insurance products, financial planning and portfolio reviews. Training other representatives and conducting seminars.
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Precision Time
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United States
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Retail
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Store Manager
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Jan 1994 - Jul 1995
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Education
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College for Financial Planning
Master of Science (M.S.), Personal Financial Planning -
Westminster College
Bachelor of Arts (B.A.), Communication and Media Studies -
Salt Lake Community College
Associate of Science (A.S.), General Studies