Jeff Hooks Email & Phone Number
Sr. Vice President - Relationship Management and Client Experience @ STP Investment Services
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Jeff Hooks Location
- Philadelphia, PA, US
Jeff Hooks Work
- 2022 -now Sr. Vice President - Relationship Management and Client Experience @
- 2019 -2022 Sr. Vice President - Operations @
- 2016 -2019 Director, Investment Manager Services @
- 2012 -2016 Manager, Investment Manager Services @
- 2004 -2012 AVP, Portfolio Administration Manager @
- 2002 -2004 Performance Analyst @
- 2000 -2002 Portfolio Accountant @ Nicholas Applegate
Jeff Hooks Education
- University of California, Santa Barbara
Bachelor of Business Administration (B.B.A.) (Business Economics, Emphasis in Accounting; Minor in Sports Management)
1995-1999 - Purdue University 1994-1995
- Serra High School 1991-1994
Jeff Hooks Skills
- Investments
- Mutual Funds
- Fixed Income
- Equities
- Securities
- Asset Management
- Bloomberg
- Asset Allocation
- Wealth Management
- Financial Services
- Series 63
- Trading
- Investment Advisory
- Asset Managment
- Investment Strategies
- Financial Analysis
- Bonds
- Banking
- Derivatives
- Microsoft Excel
- Analysis
Jeff Hooks Summary
- Jeff Hooks, based in Philadelphia, PA, US, is currently a Sr. Vice President - Relationship Management and Client Experience at STP Investment Services. Jeff Hooks brings experience from previous roles at STP Investment Services, SEI and Nuveen Investments. Jeff Hooks holds a 1995 - 1999 Bachelor of Business Administration (B.B.A.) in Business Economics, Emphasis in Accounting; Minor in Sports Management @ University of California, Santa Barbara. With a robust skill set that includes Investments, Mutual Funds, Fixed Income, Equities, Securities and more. Jeff Hooks has 3 emails and 1 mobile phone numbers on RocketReach.
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