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
- 2023 -now Chief Risk Officer (CRO), Wealth and Investment Management @
- 2022 -2023 Executive Vice President, Head of Fiduciary and Investment Risk @
- 2020 -2022 Head of Fiduciary and Investment Risk @
- 2019 -2020 Head of Fiduciary and Investment Risk (interim) @
- 2015 -2020 Senior Vice President, Fiduciary and Investment Risk Oversight @
- 2013 -2015 Vice President, Risk Management Analytics @
- 2011 -2013 Senior Associate, Risk Management Analytics @
- 2009 -2011 Relationship Manager @
- 2007 -2008 Financial Advisor @ Morgan Stanley
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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