Profile
Michael Paul Jeanfreau worked as a Vice President of Product Development at Marketing One, Inc. from 1992 to 1996.
He then worked as a Director of Sales Support at Transamerica Life Insurance Co. (Investment Portfolio) from 1996 to 1999.
From 1999 to 2002, he worked as a Vice President of Product Development at Lincoln Financial Distributors, Inc. He then worked as a Financial Advisor at Bank of the West (San Francisco, CA Investment Management) from 2004 to 2007, and at Wells Fargo Advisors Financial Network LLC from 2007 to 2008.
From 2018 to 2022, he worked as a Financial Advisor & Managing Director at Cascadia Advisory Services LLC.
In addition, he worked as a System Consultant at Asset Marketing Services LLC from 2002 to 2003.
Mr. Jeanfreau received his undergraduate degree from Brigham Young University in 1988 and his MBA from Kellogg School of Management in 2002.
Former positions of Michael Paul Jeanfreau
| Companies | Position | End |
|---|---|---|
Cascadia Advisory Services LLC
 Cascadia Advisory Services LLC Investment ManagersFinance Cascadia Advisory Services LLC provides investment advice. The private company is based in Portland, OR and has subsidiaries in the United States. The company was founded in 2017. Michael Paul Jeanfreau has been the CEO of the company since 2018. | Chief Executive Officer | 2021-12-31 |
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 2008-04-30 |
Bank of the West (San Francisco, CA Investment Management)
 Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | 2007-10-31 |
Asset Marketing Services LLC
 Asset Marketing Services LLC Advertising/Marketing ServicesCommercial Services Asset Marketing Services LLC provides precious metal collectible coins and bullion. It specializes in marketing and distributing collectible coins and sports memorabilia on behalf of its clients. The company was founded by Nicholas J. Bruyer in 1984 and is headquartered in Eagan, MN. | Corporate Officer/Principal | 2003-08-31 |
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Corporate Officer/Principal | 2002-03-31 |
Training of Michael Paul Jeanfreau
| Brigham Young University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
| Marketing One, Inc. | |
Asset Marketing Services LLC
Asset Marketing Services LLC Advertising/Marketing ServicesCommercial Services Asset Marketing Services LLC provides precious metal collectible coins and bullion. It specializes in marketing and distributing collectible coins and sports memorabilia on behalf of its clients. The company was founded by Nicholas J. Bruyer in 1984 and is headquartered in Eagan, MN. | Commercial Services |
Cascadia Advisory Services LLC
Cascadia Advisory Services LLC Investment ManagersFinance Cascadia Advisory Services LLC provides investment advice. The private company is based in Portland, OR and has subsidiaries in the United States. The company was founded in 2017. Michael Paul Jeanfreau has been the CEO of the company since 2018. | Finance |
Transamerica Life Insurance Co. (Investment Portfolio)
 Transamerica Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Transamerica Life Insurance Co. (Investment Portfolio) (Transamerica-IP) is the investment portfolio division Transamerica Life Insurance Co., an insurance company headquartered in Cedar Rapids, Iowa. The firm is a subsidiary of Commonwealth General Corp., which is ultimately owned by Aegon NV (AMS: AGN) in The Netherlands. Transamerica-IP offers a diverse array of mutual funds that aim to provide confidence in any market environment. | Finance |
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