Jeff Bushman Email & Phone Number
Senior Associate @ Cerity Partners
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Jeff Bushman Location
- California, United States
Jeff Bushman Work
- Senior Associate @ (November 2021 - Present)
- Portfolio Operations Supervisor @ (January 2020 - November 2021)
- Portfolio Operations Associate @ (January 2015 - January 2020)
- Manager - Portfolio Administration @ (February 2005 - January 2015)
- Supervisor-Portfolio Administration @ (November 2004 - February 2005)
- Portfolio Administrator @ (December 2000 - November 2004)
- Fund Accounting Analyst @ (June 1997 - December 2000)
Jeff Bushman Education
- Santa Clara University Leavey School of Business
Master of Business Administration (MBA) (Finance, General)
1999-2002 - Santa Clara University Leavey School of Business
Bachelor of Science (B.S.) (Finance)
1992-1996
Jeff Bushman Skills
- Investment Performance
- Fixed Income
- Investments
- Bloomberg
- Account Performance
- Finance
- Fund Accounting
- Financial Services
- Equities
- Account Reconciliation
- Mutual Funds
- Advent Axys
- Microsoft Office
- Microsoft Access
- Operations Management
- Microsoft Excel
- Investment Accounting
- Separately Managed Accounts
- Portfolio Administration
- Security Apl
- Financial Analysis
- Financial Research
- Back Office
- Investment Operations
- Separately Managed
- GIPS Compliance
- Corporate Actions
Jeff Bushman Summary
- Jeff Bushman, based in California, United States, is currently a Senior Associate at Cerity Partners. Jeff Bushman brings experience from previous roles at Cerity Partners and Franklin Templeton Investments. Jeff Bushman holds a 1999 - 2002 Master of Business Administration (MBA) in Finance, General @ Santa Clara University Leavey School of Business. With a robust skill set that includes Investment Performance, Fixed Income, Investments, Bloomberg, Account Performance and more. Jeff Bushman has 2 emails on RocketReach.
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