Account Management Officer
Industry experience since 2008
Headshot of Jeff Aldrich
  • Certified Funds Specialist designation
  • Chartered Mutual Fund Counselor (CMFC)
  • Accredited Portfolio Management Advisor (APMA)

Jeff has been with Union Bank since 2006. Jeff has a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University and has earned the Certified Funds Specialist designation from the Institute of Business & Finance as well as the Chartered Mutual Fund Counselor designation from the College for Financial Planning.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.