Aimee Jeffers Email & Phone Number
Client Operations Specialist @ Taiber Kosmala and Associates, LLC
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Aimee Jeffers Location
- Palos Park, IL, US
Aimee Jeffers Work
- 2023 -now Client Operations Specialist @
- 2022 -2023 Client Services @
- 2021 -2022 Client Service Associate @
- 2018 -2021 Data Support Lead @ Portfolio Pathway
- 2014 -2018 Client Service and Operations Associate @ Portfolio Pathway
- 2013 -2014 Client Service Manager @ Atlantic Trust
- 2005 -2013 Senior Portfolio Associate @
- 2001 -2005 Senior Associate-Equity Trader @ Atlantic Trust
- 1999 -2001 Portfolio Administrator @ Atlantic Trust
- 1996 -1999 Portfolio Administrator @ West Hills Asset Management
- 1996 -1999 Performance Analyst @ Performance Measurement
Aimee Jeffers Education
- Roosevelt University
MBA (Finance)
1998-2002 - Eastern Illinois University
Bachelor of Science (Finance)
1992-1996
Aimee Jeffers Skills
- Portfolio Management
- Securities
- Investments
- Mutual Funds
- Bloomberg
- Microsoft Office
- Client Services
- Client Relations
- Client Relations Skills
- Superior Client Service
Aimee Jeffers Summary
- Aimee Jeffers, based in Palos Park, IL, US, is currently a Client Operations Specialist at Taiber Kosmala and Associates, LLC. Aimee Jeffers brings experience from previous roles at Segall Bryant & Hamill, Clear Sky Wealth and Portfolio Pathway. Aimee Jeffers holds a 1998 - 2002 MBA in Finance @ Roosevelt University. With a robust skill set that includes Portfolio Management, Securities, Investments, Mutual Funds, Bloomberg and more. Aimee Jeffers has 2 emails and 3 mobile phone numbers on RocketReach.
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