Jeff Mitchell Email & Phone Number
Chief Risk Officer (CRO), Wealth and Investment Management @ Wells Fargo
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Jeff Mitchell Location
- Charlotte, NC, US
Jeff Mitchell Work
- Chief Risk Officer (CRO), Wealth and Investment Management @ (September 2023 - Present)
- Executive Vice President, Head of Fiduciary and Investment Risk @ (January 2022 - September 2023)
- Head of Fiduciary and Investment Risk @ (February 2020 - January 2022)
- Head of Fiduciary and Investment Risk (interim) @ (September 2019 - February 2020)
- Senior Vice President, Fiduciary and Investment Risk Oversight @ (September 2015 - February 2020)
- Vice President, Risk Management Analytics @ (January 2013 - September 2015)
- Senior Associate, Risk Management Analytics @ (January 2011 - January 2013)
- Relationship Manager @ (January 2009 - January 2011)
- Financial Advisor @ Morgan Stanley (September 2007 - December 2008)
Jeff Mitchell Education
- Norwich University
MBA (Finance)
2009-2011 - Norwich University
BA (International Studies)
2001-2005
Jeff Mitchell Skills
- Leadership
- Portfolio Management
- Data Analysis
- Fiduciary
- Oversight
- Banking
- Risk Management
- Strategy
- Financial Services
- Analysis
- Securities
- Finance
- Fixed Income
- Equities
- Series 7
- Trading
- Wealth Management
- Options
- Investments
- Nonprofits
- Marketing
- Bonds
- Mutual Funds
- Management
Jeff Mitchell Summary
- Jeff Mitchell, based in Charlotte, NC, US, is currently a Chief Risk Officer (CRO), Wealth and Investment Management at Wells Fargo. Jeff Mitchell brings experience from previous roles at Wells Fargo. Jeff Mitchell holds a 2009 - 2011 MBA in Finance @ Norwich University. With a robust skill set that includes Leadership, Portfolio Management, Data Analysis, Fiduciary, Oversight and more. Jeff Mitchell has 2 emails and 2 mobile phone numbers on RocketReach.
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