Jeff Cfa Cfp Cipm
Experienced Chief Investment Officer with a demonstrated history of overseeing Research and Portfolio Management departments. Conduct macroeconomic analysis... | San Diego, California, United States
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Jeff Cfa Cfp Cipm’s Emails jw****@ma****.net
Jeff Cfa Cfp Cipm’s Phone Numbers No phone number available.
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Jeff Cfa Cfp Cipm’s Location San Diego, California, United States
Jeff Cfa Cfp Cipm’s Expertise Experienced Chief Investment Officer with a demonstrated history of overseeing Research and Portfolio Management departments. Conduct macroeconomic analysis of the US and global economies to identify opportunities and risks to economic growth. Analyze corporations for possible investment, including detailed financial and industry analysis, financial modeling, Monte Carlo simulation and valuation modeling.
Jeff Cfa Cfp Cipm’s Current Industry Mercer Global Advisors
Jeff
Cfa Cfp Cipm’s Prior Industry
Private Asset Management
|
Cfa Society Of San Diego
|
Mercer Global Advisors
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Work Experience
Mercer Global Advisors
Senior Wealth Advisor
Tue Aug 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Private Asset Management
Chief Executive Officer
Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Cfa Society Of San Diego
Board of Directors
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Private Asset Management
Chief Investment Officer
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Jeff Cfa Cfp Cipm Email Addresses
FAQ About Jeff Cfa Cfp Cipm
-
Jeff Cfa Cfp Cipm is located at
San Diego, California, United States -
Jeff Cfa Cfp Cipm is a
Experienced Chief Investment Officer with a demonstrated history of overseeing Research and Portfolio Management departments. Conduct macroeconomic analysis of the US and global economies to identify opportunities and risks to economic growth. Analyze corporations for possible investment, including detailed financial and industry analysis, financial modeling, Monte Carlo simulation and valuation modeling. Mercer Global Advisors -
Jeff Cfa Cfp Cipm currently works in the
Mercer Global Advisors -
Jeff Cfa Cfp Cipm specializes in
Experienced Chief Investment Officer with a demonstrated history of overseeing Research and Portfolio Management departments. Conduct macroeconomic analysis of the US and global economies to identify opportunities and risks to economic growth. Analyze corporations for possible investment, including detailed financial and industry analysis, financial modeling, Monte Carlo simulation and valuation modeling. -
Jeff Cfa Cfp Cipm speaks the following languages:
No languages available. -
Jeff Cfa Cfp Cipm has prior experience in the following industries:
Private Asset Management , Cfa Society Of San Diego , Private Asset Management -
Jeff Cfa Cfp Cipm has the following professional experience:
Mercer Global Advisors , Private Asset Management , Cfa Society Of San Diego , Private Asset Management . -
You can view Jeff Cfa Cfp Cipm’s
LinkedIn profile at LinkedIn URL. -
Jeff Cfa Cfp Cipm’s work email addresses are
[email protected] . -
Jeff Cfa Cfp Cipm works at
Mercer Global Advisors
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