Jeff Gerard Email & Phone Number
Director @ Strategies for Wealth Management
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Jeff Gerard Location
- Stamford, CT, US
Jeff Gerard Work
- 2023 -now Director @
- 2020 -2023 Director of Client Relations @
- 2018 -2018 Analyst @
- 2013 -2018 Associate Manager @
- 2010 -2013 Alternative Investments @
Jeff Gerard Education
- St. John's University
"Bachelor of Arts" (Psychology)
2001-2005
Jeff Gerard Skills
- Customer Satisfaction
- Business Relationship Management
- Mutual Funds
- Alternative Investments
- Hedge Funds
- Equities
- Financial Services
Jeff Gerard Summary
- Jeff Gerard, based in Stamford, CT, US, is currently a Director at Strategies for Wealth Management. Jeff Gerard brings experience from previous roles at RTK Environmental Group, American Express, SS&C GlobeOp and BNY Mellon. Jeff Gerard holds a 2001 - 2005 "Bachelor of Arts" in Psychology @ St. John's University. With a robust skill set that includes Customer Satisfaction, Business Relationship Management, Mutual Funds, Alternative Investments, Hedge Funds and more. Jeff Gerard has 5 emails and 1 mobile phone numbers on RocketReach.
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