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Jeffrey Malone

Registered Representative at Consolidated Planning

Jeffrey Malone is a Registered Representative at Consolidated Planning based in Charlotte, North Carolina. Previously, Jeffrey was a Field Director. Advisor at Northwestern Mutual and also held positions at SunTrust Bank, Enterprise Iron, Aon, Wells Fargo, Third Federal Savings. Read More

Jeffrey Malone's Phone Number and Email

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Contact Number

(***) ***-****
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HQ Phone

(704) 552-8507

Address

4201 Congress St Ste 295, Charlotte, North Carolina, 28209, United States

Jeffrey Malone Current Workplace

Location

4201 Congress St Ste 295, Charlotte, North Carolina, 28209, United States

Description

Founded in 1981, Consolidated Planning provides financial services. The company offers insurance, estate, business, education, and retirement planning services. With multiple locations, Consolidated Planning is headquartered in Charlotte, North Carol...
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Jeffrey Malone Work Experience and Education

Work Experience

Field Director. Advisor

Northwestern Mutual

2014-2020

Senior Banker IV

SunTrust Bank

2013-2014

Information Technology Investment Consultant

Enterprise Iron

2011-2012

Calculation Analyst

Aon

2007-2011

Org Chart - Consolidated Planning

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Registered Representative

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Recent News About Jeffrey Malone

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Scoops about Consolidated Planning

Aug 11 2022
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Aug 10 2022
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Aug 6 2022
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Facilities Management

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Jul 31 2022
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Frequently Asked Questions regarding Jeffrey Malone

What company does Jeffrey Malone work for?

Jeffrey Malone works for Consolidated Planning

What is Jeffrey Malone’s role in Consolidated Planning?

Jeffrey Malone’s role in Consolidated Planning is Registered Representative

What is Jeffrey Malone’s email address?

Jeffrey Malone’s email address is j***@cplanning.com

What is Jeffrey Malone’s business email address?

Jeffrey Malone’s business email address is j***@cplanning.com

What is Jeffrey Malone’s direct phone number?

Jeffrey Malone’s direct phone number is (***) ***-****

What is Jeffrey Malone’s HQ phone number?

Jeffrey Malone’s HQ phone number is (704) 552-8507

What is Jeffrey Malone’s latest job experience?

Jeffrey Malone’s latest job experience is Field Director. Advisor at Northwestern Mutual

Which industry does Jeffrey Malone work in?

Jeffrey Malone works in the industry of Venture Capital & Private Equity, Finance.... See More

Who are Jeffrey Malone’s peers at other companies?

Jeffrey Malone’s peers at other companies are Stuart Ray, Timothy O'Donovan, Jj Feldman, Ted Cashion, Twila Graham.

Who are Jeffrey Malone’s colleagues?

Jeffrey Malone’s colleagues are Owen Freese, Michael Watts, Kristina Hitchens, Korie Sellers.

Skills

SQL

Oracle

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Owen Freese

Financial Advising Intern

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Michael Watts

Senior Vice President

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Kristina Hitchens

Business Development Manager

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Korie Sellers

Financial Representative

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Bo Cauble

Financial Advisor

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Michael Cousar

Brokerage Manager and Disability In...

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Neal Brincefield

Managing Partner

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Dennis Myers

Financial Advisor

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Eric OSullivan

Financial Representative

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Andrew Cordell

Financial Specialist

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