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Jeff Piazza Location
Westford, MA, US
Jeff Piazza Work
Relationship Manager @ (January 2025 - Present)
Gift Administration Associate @ (October 2019 - December 2024)
Asset Servicing Analyst, Officer @ (October 2012 - September 2018)
Senior Associate @ (July 2007 - October 2012)
Global Tax Reclaims Manager @ (September 2001 - July 2007)
Jeff Piazza Education
Cambridge College
Master's degree (Management)
2012-2019
Stonehill College
Bachelor of Arts (B.A.) (Sociology)
1997-2001
Jeff Piazza Skills
Account Reconciliation
Accounting
Client Service
Client Services
Corporate Actions
Customer Relationship Management (CRM)
Documentation
Due Diligence
Equities
Financial Analysis
Financial Services
Fixed Income
Fund Accounting
Global Tax Reclaims
Investments
Management
Microsoft Excel
Mutual Funds
Planned Giving
Reconciliation
Securities
Software Documentation
Tax
Jeff Piazza Summary
Jeff Piazza, based in Westford, MA, US, is currently a Relationship Manager at PG Calc. Jeff Piazza brings experience from previous roles at PG Calc, State Street Bank and Investors Bank and Trust. Jeff Piazza holds a 2012 - 2019 Master's degree in Management @ Cambridge College. With a robust skill set that includes Account Reconciliation, Accounting, Client Service, Client Services, Corporate Actions and more. Jeff Piazza has 1 emails and 2 mobile phone numbers on RocketReach.
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