David Jeffery Email & Phone Number
Portfolio Manager | Vice President | Financial Advisor @ Morgan Stanley
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David Jeffery Location
- Muscle Shoals, AL, US
David Jeffery Work
- 2009 -now Portfolio Manager | Vice President | Financial Advisor @
- 2005 -2009 Financial Advisor @
- 1999 -2005 VP - Fixed Income Division @
- 1998 -1999 Analyst - Asset Management @ Deustche Bank
David Jeffery Education
- Vanderbilt University
BA (English and Business Administration)
1994-1998
David Jeffery Skills
- Investments
- Capital Markets
- Risk Management
- Underwriting
- Fixed Annuities
- Investment Strategies
- Fixed Income
- Red Flags
- Asset Management
- Strategy
- Estate Planning
- Asset Allocation
- Investment Banking
- Private Equity
David Jeffery Summary
- David Jeffery, based in Muscle Shoals, AL, US, is currently a Portfolio Manager | Vice President | Financial Advisor at Morgan Stanley. David Jeffery brings experience from previous roles at Merrill Lynch, Morgan Stanley and Deustche Bank. David Jeffery holds a 1994 - 1998 BA in English and Business Administration @ Vanderbilt University. With a robust skill set that includes Investments, Capital Markets, Risk Management, Underwriting, Fixed Annuities and more. David Jeffery has 2 emails and 2 mobile phone numbers on RocketReach.
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