J

Jeffry Trad's
email & phone

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Current Position:

Regional Manager Pacific North and Pacific South at Wells Fargo Private Bank

Experience:

22 years

Location:

San Diego, California

How to contact Jeffry Trad

Last updated:2025-07-09
emailj**@wellsfargo.com
phone+1-480-***-**98
LinkedIn
GitHub
YouTube

Analytics

According to LinkedIn Jeffry Trad started working on 2003, then the employee has changed 3 companies and 5 jobs. On average, Jeffry Trad works for one company for 3 years 8 months. Jeffry Trad has been working as a Regional Manager Pacific North and Pacific South for Wells Fargo Private Bank for 2345 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Regional Manager Pacific North and Pacific South at Wells Fargo Private Bank

May 2019 - Current

Regional Manager of Investment and Fiducuary Services (RMIF) at Wells Fargo Private Bank

Sep 2015 - May 2019

Regional Manager of Investment and Fiduciary Services at Wells Fargo Private Bank

Oct 2012 - Sep 2015

Chief Investment Officer & Manager of Trust Administration at Midland Financial Advisors, Inc.

Jan 2011 - Jan 2013

SVP - Chief Investment Officer & Manager of Investment Management at BMO Global Asset Management

Jan 2008 - Jan 2011

President and Senior Trust Officer at Horizon Bank

Jan 2003 - Jan 2007

Education

Bachelor's degree at Illinois State University

Master of Business Administration (MBA) at North Central College

Certified Investment Management Analyst Program at The Wharton School

CFP Proefessional Education Program at College for Financial Planning

Frequently Asked Questions

How long has Jeffry Trad been working as a Regional Manager Pacific North and Pacific South?

Jeffry Trad's total experience in various companies as a Regional Manager Pacific North and Pacific South 6 years 5 months.

What is Jeffry Trad's minimum period of employment in the companies?

Jeffry Trad's minimum period of employment in various companies is 2 years.

What is Jeffry Trad's average duration of employment for different companies?

On average, Jeffry Trad works for one company for 3 years 1 month

What industries has Jeffry Trad worked in?

Jeffry Trad works in the Financial Services. Previously, Jeffry Trad worked in the Banking.

What positions has Jeffry Trad held before?

Previously, Jeffry Trad worked as a Regional Manager of Investment and Fiducuary Services (RMIF), and Regional Manager of Investment and Fiduciary Services, and Chief Investment Officer & Manager of Trust Administration, and SVP - Chief Investment Officer & Manager of Investment Management, and President and Senior Trust Officer.

How do I contact Jeffry Trad?

Jeffry Trad's email address is j**@wellsfargo.com, phone number is +1-480-***-**98. Sign up to get contact details.

Who is the President/CEO/Director of the Wells Fargo Private Bank ?

The President/CEO/Director of the Wells Fargo Private Bank is Doug Mrstik
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