Jeff Klug Email & Phone Number
Investment Vendor Oversight Consultant @ MassMutual
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Jeff Klug Location
- Glastonbury, CT, US
Jeff Klug Work
- Investment Vendor Oversight Consultant @ (May 2025 - Present)
- Director Investment Operations @ (July 2018 - November 2024)
- Client Implementation Officer @ (April 2015 - June 2018)
- Client Operations Manager @ (May 2012 - March 2015)
- Senior Portfolio Accountant @ (April 2010 - May 2012)
- Portfolio Accountant @ (August 2007 - April 2010)
- Client Accounting and Reporting Specialist @ (August 2006 - August 2007)
Jeff Klug Education
- Suffolk University
MBA (Finance)
2008-2011 - Bryant University
BA in Business Administration (Finance)
2002-2006
Jeff Klug Skills
- Account Management
- Account Reconciliation
- Accounting
- Agile Methodologies
- Agile Project Management
- Alternative Investments
- Alteryx
- Analytical Skills
- Artificial Intelligence (AI)
- Artificial Intelligence for Business
- Asset Allocation
- Asset Managment
- Big Data Analytics
- Bloomberg
- Build Strong Relationships
- Business Analysis
- Business Ethics
- Business Intelligence (BI)
- Business Planning
- Business Process Improvement
- Business Relationship Management
- Business Systems Implementation
- C-Level Presentations
- ChatGPT
- Computer Ethics
- Conflict Resolution
- Corporate Actions
- Critical Thinking
- Currency Forwards
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer-Focused Service
- Data Analysis
- Data Analytics
- Data Visualization
- Database Queries
- Derivatives
- ETFs
- Equities
- Excel Dashboards
- Facilitation
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Fixed Income
- Fund Accounting
- Fund Administration
- Fund Of Funds
- Futures Trading
- Generally Accepted Accounting Principles (GAAP)
- Generative AI
- Generative AI Tools
- Handle Multiple Projects
- Hedge Funds
- Interest Rate Derivatives
- Investment Management
- Investments
- Leadership
- Leadership Communication
- Microsoft 365
- Microsoft Copilot
- Microsoft Excel
- Microsoft Power BI
- Mutual Funds
- Onboarding
- Operational Excellence
- Organization Skills
- Portfolio Management
- Presentations
- Problem Solving
- Processes Development
- Productivity Improvement
- Professional Communication
- Project Delivery
- Project Management
- Project Portfolio Management
- Python (Programming Language)
- Ratio Analysis
- Resource Planning
- Responsible AI
- Risk Management
- SQL
- Scrum
- Search Engine Technology
- Securities
- Separately Managed Accounts
- Statistical Data Analysis
- Strategic Initiatives
- Strategic Leadership
- Strategic Planning
- Team Management
- Tech Career Skills
- Total Return Swaps
- Valuation
- Vendor Management
- Vendor Oversight
- Visio
- Waterfall Project Management
Jeff Klug Summary
- Jeff Klug, based in Glastonbury, CT, US, is currently a Investment Vendor Oversight Consultant at MassMutual. Jeff Klug brings experience from previous roles at Virtus Investment Partners, State Street Global Advisors, Eagle Investment Systems and Standish Mellon Asset Management Company. Jeff Klug holds a 2008 - 2011 MBA in Finance @ Suffolk University. With a robust skill set that includes Account Management, Account Reconciliation, Accounting, Agile Methodologies, Agile Project Management and more. Jeff Klug has 4 emails and 2 mobile phone numbers on RocketReach.
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