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Jeff Wickline, CFA

Jeff Wickline, CFA

Retirement Plan Specialist

Followers of Jeff Wickline, CFA319 followers
location of Jeff Wickline, CFASanta Barbara, California, United States

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  • Timeline

  • About me

    Vice President at Northern Trust

  • Education

    • California State Polytechnic University-Pomona

      1992 - 1995
      Bachelor of Science (B.S.) Finance

  • Experience

    • T. Rowe Price

      Jan 1996 - Jan 1999
      Retirement Plan Specialist

    • William O'Neil + Co., Inc.

      Aug 1999 - Apr 2008

      • Senior Client Services Consultant

        Jan 2006 - Apr 2008

      • Equity Research Analyst

        Aug 1999 - Dec 2005

    • Northern Trust Asset Management

      Apr 2008 - May 2012
      Portfolio Manager

    • Northern Trust Wealth Management

      Jun 2012 - now
      Sr. Portfolio Manager

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute