Aimee Jeffers Email & Phone Number
Client Operations Specialist @ Taiber Kosmala and Associates, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Aimee Jeffers Location
- Palos Park, IL, US
Aimee Jeffers Work
- Client Operations Specialist @ (July 2023 - Present)
- Client Services @ (June 2022 - July 2023)
- Client Service Associate @ (August 2021 - July 2022)
- Data Support Lead @ Portfolio Pathway (July 2018 - August 2021)
- Client Service and Operations Associate @ Portfolio Pathway (November 2014 - July 2018)
- Client Service Manager @ Atlantic Trust (April 2013 - November 2014)
- Senior Portfolio Associate @ (October 2005 - April 2013)
- Senior Associate-Equity Trader @ Atlantic Trust (January 2001 - January 2005)
- Portfolio Administrator @ Atlantic Trust (January 1999 - January 2001)
- Portfolio Administrator @ West Hills Asset Management (January 1996 - January 1999)
- Performance Analyst @ Performance Measurement (January 1996 - January 1999)
Aimee Jeffers Education
- Roosevelt University
MBA (Finance)
1998-2002 - Eastern Illinois University
Bachelor of Science (Finance)
1992-1996
Aimee Jeffers Skills
- Bloomberg
- Client Relations
- Client Relations Skills
- Client Services
- Investments
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Securities
- 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 Bloomberg, Client Relations, Client Relations Skills, Client Services, Investments and more. Aimee Jeffers has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Aimee Jeffers?
Find contact details for 700 million professionals.
Others Named Aimee Jeffers
Aimee Jeffers
Client Operations Specialist
Palos Park, IL, US
Top Taiber Kosmala and Associates, LLC Employees
Aimee Jeffers
Client Operations Specialist
Palos Park, IL, US
Jared Jollensten
Director of Platform Solutions
Omaha, NE, US
Tyler Magnussen
Managing Director
Gretna, NE, US
Ian Acosta
Vice President
United States
Sean Kelly
Private Wealth Associate
Chicago, IL, US
Tommy Conlon
Senior Associate
Chicago, IL, US
John Ruppel
Jr Trading Specialist
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co