Jeff Gelfand Email & Phone Number
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Jeff Gelfand Location
- New York, NY, US
Jeff Gelfand Work
- Director (August 2018 - Present)
- Senior Advisor @ (July 2017 - July 2018)
- MD, Director of Finance- Morgan Stanley Global Wealth Management and Morgan Stanley Smith Barney @ (May 2006 - July 2018)
- CFO @ (July 2003 - March 2006)
- Global private Client CFO @ (October 1983 - June 2003)
- sr mgr @ (June 1974 - September 1983)
Jeff Gelfand Education
- Columbia Business School
MBA (Finance and Accounting)
1972-1974 - Columbia Business School
MBA, Finance and Accounting (Finance and Accounting)
1972-1974 - Cornell University
BS (Chem Engineering)
1968-1972 - Cornell University
BS, Chem Engineering (Chem Engineering)
1968-1972
Jeff Gelfand Skills
- Financial Modeling
- Financial Analysis
- Strategic Financial Planning
- Corporate Finance
- Financial Reporting
- Capital Markets
- Equities
- Investments
- Asset Managment
- Private Equity
- Alternative Investments
- Hedge Funds
- Valuation
- Investment Banking
- Wealth Management
- Fixed Income
- Due Diligence
- Risk Management
- Securities
- Financial Services
- Asset Management
- Bloomberg
- Derivatives
- Finance
- Financial Planning
- Leadership
- Portfolio Management
Jeff Gelfand Summary
- Jeff Gelfand, based in New York, NY, US, is currently a Director at Consultant / Self-Employed. Jeff Gelfand brings experience from previous roles at Morgan Stanley, Wachovia Securities, LLC and Merrill Lynch. Jeff Gelfand holds a 1972 - 1974 MBA in Finance and Accounting @ Columbia Business School. With a robust skill set that includes Financial Modeling, Financial Analysis, Strategic Financial Planning, Corporate Finance, Financial Reporting and more. Jeff Gelfand has 1 emails on RocketReach.
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