Jeff Stallard Email & Phone Number
Vice President, Client Operations @ Treasury Curve
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Jeff Stallard Location
- Charlotte, NC, US
Jeff Stallard Work
- 2026 -now Vice President, Client Operations @
- 2016 -now Vice President @
- 2010 -2016 Vice President - Institutional Sales and 3rd Party Distribution @ BofA Global Capital Management
- 2005 -2010 AVP - Institutional Sales @
- 2001 -2005 Project Manager @
- 1995 -2001 Internal Sales @ Stephens, Inc./Nations Funds
Jeff Stallard Education
- The Ohio State University
BSBA (Economics)
1990-1993
Jeff Stallard Skills
- Series 7
- Fixed Income
- Mutual Funds
- Asset Management
- Series 63
- Asset Allocation
- Financial Services
- Risk Management
- Securities
- Banking
- Alternative Investments
- Equities
- Capital Markets
- Marketing
- Strategic Planning
- PowerPoint
- Project Management
Jeff Stallard Summary
- Jeff Stallard, based in Charlotte, NC, US, is currently a Vice President, Client Operations at Treasury Curve. Jeff Stallard brings experience from previous roles at BlackRock Cachematrix, BofA Global Capital Management, Columbia Management and Banc of America Capital Management. Jeff Stallard holds a 1990 - 1993 BSBA in Economics @ The Ohio State University. With a robust skill set that includes Series 7, Fixed Income, Mutual Funds, Asset Management, Series 63 and more. Jeff Stallard has 2 emails and 2 mobile phone numbers on RocketReach.
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