Jeff Bertie Email

Founder @ Bird Creative

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Jeff Bertie's Location

New York, New York, United States

Jeff Bertie's Work

Founder @ Bird Creative
Executive Director - US Wealth Management @ JPMorgan Chase & Co.
Vice President, Product Strategy and Data Analytics @ Nuveen, a TIAA company

Director - Head of Workplace Financial Wellness @ UBS
Director - Corporate Financial Wellness: Strategy and Development @ UBS
Director - Wealth Management Advisory and Planning @ UBS
Associate Director - Investment Advisory Programs @ UBS
Analyst - Graduate Training Program @ UBS

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Jeff Bertie's Education

University of Miami Herbert Business School
Bachelor of Business Administration (Economics, Finance)
2006 - 2010
University of Miami Herbert Business School
Bachelor of Business Administration
1972 - 1976

Jeff Bertie's Skills

Audio Mixing
Advisory Solutions
Portfolio Management

Data Analysis
Investments
Series 66
Strategic Planning
Investment Advisory
Strategy
Wealth Management

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Jeff Bertie's Summary

Jeff Bertie, based in New York, New York, United States, is currently a Founder at Bird Creative, bringing experience from previous roles at Jpmorgan Chase & Co., Nuveen and Ubs. Jeff Bertie holds a 2006 - 2010 Bachelor of Business Administration in Economics, Finance @ University of Miami Herbert Business School. With a robust skill set that includes Audio Mixing, Advisory Solutions, Portfolio Management, Data Analysis, Investments and more, Jeff Bertie contributes valuable insights to the industry. Jeff Bertie has 3 emails on RocketReach.