Jeff Polack Email & Phone Number
Principal, Client Solutions @ Caserta
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Jeff Polack Location
- New York, NY, US
Jeff Polack Work
- 2019 -now Principal, Client Solutions @ Caserta
- 2019 -now Senior Advisor @
- 2019 -now Senior Advisor @
- 2013 -2019 Manager of Business Intelligence @
- 2010 -2012 Managing Director, Global Operational Risk Executive - Investment BankingandCapital Markets @
- 2009 -2010 Managing Director, Global Head of ClientandPerformance Analytics @
- 2003 -2009 Managing Director, COO for Financial Sponsors and ConsumerandRetail Investment Banking groups @
Jeff Polack Education
- Chartered Financial Analyst (CFA) designee
- University of Kansas
Bachelor of Liberal Arts (Political Science/Economics)
Jeff Polack Skills
- Economics
- Generative AI
- Strategic Planning
- Financial Services
- Executive Management
- Strategic Consulting
- Program Management
- Project Management
- Operational Risk Management
- Business Analysis
- Data Management
- Customer Relationship Management (CRM)
- Data Migration
- Business Intelligence (BI)
- Finance
- Investment Banking
- Capital Markets
- Portfolio Management
- Financial Analysis
- Operations Management
- Data Analysis
- Scrum
- Operational Risk
- Business Process Improvement
- Business Planning
- Analytical Skills
- Requirements Management
- Solution Architecture
- Agile Methodologies
- Business Strategy
- Blockchain
- Amazon Web Services (AWS)
- Google Cloud Platform (GCP)
- Microsoft Azure
- Snowflake Cloud
- SQL
- MySQL
- Relationship Management
- Team Leadership
- Creative Problem Solving
- Data Analytics
- WordPress Design
- Scaled Agile Framework
- IT Consulting
- Microsoft SQL Server
- Equities
- Investments
- Asset Managment
- Wealth Management
- Derivatives
- Securities
- Strategic Financial Planning
- Asset Allocation
- Commercial Banking
- CRM
- Investment Management
- Series 7
- Financial Markets
- Investment Advisory
- Series 63
- Wealth Management Services
- Investment Strategies
- Retirement Planning
- Estate Planning
- Asset Management
- Strategy
- Sales
- Business Development
- Customer Service
- Banking
Jeff Polack Summary
- Jeff Polack, based in New York, NY, US, is currently a Principal, Client Solutions at Caserta. Jeff Polack brings experience from previous roles at Optimal Insights LLC, Optimal Insights, American Securities and Bank of America Merrill Lynch. Jeff Polack holds a Chartered Financial Analyst (CFA) designee. With a robust skill set that includes Economics, Generative AI, Strategic Planning, Financial Services, Executive Management and more. Jeff Polack has 2 emails on RocketReach.
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