Department Head - Compliance Services @ (October 2020 - January 2022)
Department Head - Compliance Services @ (July 2018 - October 2020)
Manager - Client Services @ (March 2015 - July 2018)
Manager - Determination Services @ (August 2013 - March 2015)
Compliance Manager @ (February 2004 - August 2013)
Jeff Archer Education
Saint Joseph's University - Erivan K. Haub School of Business
Masters of Financial Services
2006-2009
Penn State University
Finance
1999-2003
Jeff Archer Skills
Leadership
Series 63
Social Media
Insurance
Investments
Business Analysis
Process Improvement
401k
AML
Microsoft Office
Microsoft Excel
Training
Customer Service
Series 24
Management
Project Management
Research
Marketing Strategy
Analysis
Series 7
Employee Benefits
Securities
Jeff Archer Summary
Jeff Archer, based in Cary, NC, US, is currently a Vice President, Fidelity Workplace Solutions at Fidelity Investments. Jeff Archer brings experience from previous roles at Infosys and Vanguard. Jeff Archer holds a 2006 - 2009 Masters of Financial Services @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Leadership, Series 63, Social Media, Insurance, Investments and more. Jeff Archer has 2 mobile phone numbers on RocketReach.
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