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Jamie Ebersole's Email & Phone Number

Founder/CEO at Ebersole Financial LLC | Fiduciary | Independent | Very Amateur Golfer | Husband, Dad and Coach |

Jamie Ebersole's Email Addresses

j****[email protected] Personal Email

Jamie Ebersole's Phone Numbers

(413) ***-*155 Phone number

Jamie Ebersole's Work Experience

Ebersole Financial LLC

Founder and CEO

March 2014 to Present

Community Certified Development Corporation

Board Member

January 2007 to November 2016

SL Capital Partners LLP

Managing Director

January 2013 to February 2014

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Jamie Ebersole's Professional Skills Radar Chart

Based on our findings, Jamie Ebersole is ...

Humanist
Strong sense of self
Communicator

What's on Jamie Ebersole's mind?

Based on our findings, Jamie Ebersole is ...

50% Left Brained
50% Right Brained

Jamie Ebersole's Estimated Salary Range

About Jamie Ebersole's Current Company

Ebersole Financial LLC

Frequently Asked Questions about Jamie Ebersole

What company does Jamie Ebersole work for?

Jamie Ebersole works for Ebersole Financial LLC


What is Jamie Ebersole's role at Ebersole Financial LLC?

Jamie Ebersole is Founder and CEO


What is Jamie Ebersole's personal email address?

Jamie Ebersole's personal email address is j****[email protected]


What is Jamie Ebersole's business email address?

Jamie Ebersole's business email address is jamie.ebersole@***.***


What is Jamie Ebersole's Phone Number?

Jamie Ebersole's phone (413) ***-*155


What industry does Jamie Ebersole work in?

Jamie Ebersole works in the Investment Management industry.


About Jamie Ebersole

💼 Past Experience

Jamie Ebersole, CFA, CFP®, has been in the securities industry for over twenty years, most notably as a Senior Investment Director at Allianz Private Equity Partners. During this time, Jamie has directed and supervised investments for a portfolio of large, private equity funded businesses. His experience with private equity and venture capital has given him a unique perspective on market conditions and risk, which has helped him create successful strategies for his clients.Jamie is a Certified Financial Planner (CFP®). He has over fifteen years of experience services Hyatt Hotels and more than $500 million in transactions. Jamie has experience in a wide range of industries, including hotel operations and management, franchise development andacquisitions, real estate investment, and insurance. In addition to his experience as a CFP®, Jamie is also a Certified Fraud Investigator (CFI®).Since his start as a CFA®, Jamie has authored and published multiple articles on financial planning topics. He has also taught financial planning at a graduate level and given presentations on financial planning at industry conferences and trade shows.Jamie Ebersole, CFA, CFP®, was born and raised in the Philadelphia area. He has a B.A. in economics from Temple University and a J.D. from Temple University School of Law.


🎓 Education

Jamie Ebersole, CFA, CFP®, is a certified financial planner (CFP®) and has over 10 years of experience in the field. Jamie is currently a certified financial planner (CFP®) with the International Finance Corporation (IFC). Jamie is also a certified public accountant (CPA).Jamie Ebersole, CFA, CFP®, is chair of the Financial Planning and Research Committee of the American Academy of Certified Financial Planner, and a trustee of the firms MetroMellon Financial Planning Services, P.A., and La Jolla Financial Planning,, Inc. He is also a member of the teaching staff of the financial planning program at the University of Texas at Austin and a past member of the financial planning section of the Commission on Internal Financial Education (CFIN).He has authored and appeared in a variety of financial planning and investment materials, including a white paper on retirement planning for employees of small businesses.Jamie Ebersole, CFA, CFP®, is a member of the board of directors of the Stewardship Council for the planet.


💡 Technical & Interpersonal Skills

Jamie Ebersole, CFA, CFP®, has over 10 years of investment management experience and a focus on technical and interpersonal skills.Jamie Ebersole, CFA, CFP®, is a Founder and CEO at Eberole Financial LLC where she leads the firm's investment management team. With over 10 years of experience in investment management,Jamie Ebersole, CFA, CFP®, has a strong focus on technical skills and interpersonal skills. As a Founder and CEO at Eberole Financial LLC, Jamie is responsible for the management of the firm's investment portfolio and its overall goals. In her role, Jamie is also responsible for developing and driving the firm's strategies and strategies development.Prior to joining Eberole Financial LLC, Jamie worked as a Managing Director at SL Capital Partners (US) Limited, where she managed a nearly $1 billion portfolio. In her previous role, Jamie was also a Senior Investment Director at SL Capital Partners (US) Limited, where she was responsible for managing a nearly $1 billion portfolio of securities. As a Senior Investment Director at SL Capital Partners (US) Limited, Jamie was responsible for developing and driving the firm's strategies and strategies development.In her previous role, Jamie also managed a nearly $1 billion portfolio of securities. With a focus on technical and interpersonal skills,Jamie Ebersole, CFA, CFP®, is a strong asset manager and one of the most experienced executives in the industry. understood the needs of businesses and was able to identify and assess opportunities quickly. Jamie is also skilled in project management and has a track record of successfully completing complex projects.Most importantly, due to her technical skills and interpersonal skills,Jamie Ebersole, CFA, CFP®, is an excellent asset manager.Jamie Ebersole, CFA, CFP®, has a strong focus on technical skills and interpersonal skills and is therefore able to understand the needs of businesses and provide valuable suggestions and insights.Through her technical skills and interpersonal skills,Jamie Ebersole, CFA, CFP®, is able to provide valuable andistance to business decision-making.Jamie Ebersole, CFA, CFP®, has a track record of successfully completing complex projects and is therefore a valuable asset to any business.


Jamie Ebersole’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Jamie Ebersole's Ranking

Ranked #184 out of 3,673 for Founder and CEO in Massachusetts

Jamie Ebersole's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Jamie Ebersole's Willingness to Change Jobs

Unlikely

Likely

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There's 77% chance that Jamie Ebersole is seeking for new opportunities

Jamie Ebersole's Social Media Links

/in/jamieebersole
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