Jeff Polack Email & Phone Number

Principal, Client Solutions @ Caserta

View Jeff's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Jeff Polack Location

New York, NY, US

Jeff Polack Work

Principal, Client Solutions @ (January 2019 - Present)
Senior Advisor @ (January 2019 - Present)
Senior Advisor @ (January 2019 - Present)
Manager of Business Intelligence @ (January 2013 - January 2019)
Managing Director, Global Operational Risk Executive - Investment BankingandCapital Markets @ (January 2010 - January 2012)
Managing Director, Global Head of ClientandPerformance Analytics @ (January 2009 - January 2010)
Managing Director, COO for Financial Sponsors and ConsumerandRetail Investment Banking groups @ (January 2003 - January 2009)

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
AI Strategy
AI System Design
Applied AI
Artificial Intelligence (AI)
Business Communications
Change Management
Claude Agent SDK
Claude Code configuration
Cognitive Load Management
Context Management
Cross-functional Team Leadership
Data Engineering
Data Governance
Data Strategy
Data Visualization
Databricks Products
Decision Intelligence
Decision-Making
Engagement Management
Generative AI Architecture
Large Language Models (LLM)
Management Consulting
Multi-Agent Orchestration
Presentation Design
Private Equity
Production Reliability
Responsible AI
Start-up Leadership
Strategic Data & IT Consulting
Team Building
Tool & MCP design
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 and 2 mobile phone numbers on RocketReach.