Jeff Mitchell

Granite Bay, California, United States
Monolith Financial Group

Novato High School

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About

Jeff Mitchell is the CEO and Founder of Monolith Financial Group. He has over 26 years’ experience in the insurance and financial industry. He is a licensed life insurance agent #0777322 with Monolith and an investment adviser (CRD# 2325229) of AE Wealth Management. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM) and/or JCG Investments. AEWM, JCG Investments and Monolith Financial Group, Inc are not affiliated companies.

Jeff Mitchell In Short

Jeff Mitchell is the CEO and Founder of Monolith Financial Group, a renowned insurance and financial industry expert with over 26 years of experience. He is a licensed life insurance agent and an investment adviser. Jeff has a strong background in strategic planning, management consulting, and business strategy. He is based in Granite Bay, California, and has worked at Monolith Financial Group since 1998.

Jeff Mitchell's Professional Milestones

  • Advisor | Chief Executive Officer (1998-01-01~): Driving success through strategic insights, effective leadership, and innovative solutions.
  • Advisor | Chief Executive Officer (1998-01-01~): Guided company expansion, driving profitability and the company's strategic direction.

Jeff Mitchell's Emails and Phone Numbers

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Work Experience

Monolith Financial Group

Granite Bay,California,United States

Financial Services

4
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Education

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Skill

Strategic Planning

Management Consulting

Business Strategy

Management

Finance

Investments

Business Planning

Leadership

Certification (2)

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Frequently asked questions

What is Jeff Mitchell's email address?

We found 1 Jeff Mitchell's email addresses

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We found 1 Jeff Mitchell's phone numbers

Which social media profiles does Jeff Mitchell have?

Jeff Mitchell's social media include: Linkedin, Facebook, 

What company does Jeff Mitchell work for?

Jeff Mitchell works for Monolith Financial Group

What is Jeff Mitchell's role in Monolith Financial Group?

Jeff Mitchell's role in Monolith Financial Group is Advisor | Chief Executive Officer

Which industry does Jeff Mitchell work in?
Jeff Mitchell works in the industry of Financial Services
Who are Jeff Mitchell's colleagues?
Jeff Mitchell's colleagues are Erin OBrien
What is Jeff Mitchell's latest job experience?

Jeff Mitchell's latest job experience is Advisor | Chief Executive Officer at Monolith Financial Group

What is Jeff Mitchell's latest education?

Jeff Mitchell's latest education in Novato High School

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Jeff Mitchell is the CEO and Founder of Monolith Financial Group, a renowned insurance and financial industry expert with over 26 years of experience. He is a licensed life insurance agent and an investment adviser. Jeff has a strong background in strategic planning, management consulting, and business strategy. He is based in Granite Bay, California, and has worked at Monolith Financial Group since 1998.
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