David Jeffery Email
Senior Portfolio Manager @ Corient
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David Jeffery Location
- Dallas, TX, US
David Jeffery Work
- Wealth Advisor @ (May 2024 - Present)
- Senior Portfolio Manager @ (August 2023 - Present)
- Senior Portfolio Manager @ RGT Wealth Advisors (January 2022 - June 2024)
- Portfolio Manager @ RGT Wealth Advisors (April 2017 - January 2022)
- Premium Cabin Team Lead- Revenue Management @ (December 2015 - April 2017)
- International Revenue Management Pricing Team Lead- MX and CRB @ (September 2015 - December 2015)
- International Revenue Management YM Team Lead- MX and CRB @ (October 2014 - September 2015)
- Strategy Analyst Latin America @ (July 2012 - October 2014)
- Finance Intern @ (June 2011 - August 2011)
- RLSH Resident Assistant @ (August 2010 - May 2011)
David Jeffery Education
- SMU Cox School of Business
Master of Business Administration (M.B.A.) (Finance, General)
2015-2017 - Southern Methodist University 2008-2012
David Jeffery Summary
- David Jeffery, based in Dallas, TX, US, is currently a Senior Portfolio Manager at Corient. David Jeffery brings experience from previous roles at Corient, RGT Wealth Advisors and American Airlines. David Jeffery holds a 2015 - 2017 Master of Business Administration (M.B.A.) in Finance, General @ SMU Cox School of Business. David Jeffery has 2 emails on RocketReach.
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