Managing Director - Investment Strategist @ (January 2023 - January 2026)
Director Of Business Development @ (January 2022 - January 2023)
Institutional Team Lead - RIA, Family Office and UHNW @ (January 2021 - January 2022)
Vice President - Private Bank @ (January 2015 - January 2021)
Associate - Financial Institutions Group @ (January 2011 - January 2014)
Analyst - Portfolio Analytics Group @ (January 2010 - January 2011)
Jeff Stern Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
UCLA
BA (Economics)
Jeff Stern Skills
Account Management
Asset Allocation
Business Development
Financial Advisory
Financial Services
Sales
Sales Management
Mathematics
Writing
Fiat
Winter
Units
Pol
Social Change
Community
Students
Psych
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Mentoring
Diff
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Literature
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Int
Std
Assessment
Film
Summa Cum Laude
Management
Si
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Science
Short
Introductory
General Electric
Gen
Dmt
Latin
Accounting
NAV
Quarter
Korea
Calculus
Valuation
Ecp
Portfolio Management
13C
Entry
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SoC
Jewish
Residence
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C
Fixed Income
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Dpr
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Credit
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Cultural Analysis
Universe
Art
Investments
Academic
SCI Clearance
Concurrent
American History
Sequence
Theory
SEM
Culture
Television
Eligibility
Unified Communications
Securities
Jeff Stern Summary
Jeff Stern, based in Los Angeles, CA, US, is currently a Senior Market Leader - Pacific Coast at Northern Trust. Jeff Stern brings experience from previous roles at Simplify, GSR, Coinbase and J.P. Morgan. Jeff Stern holds a Master of Business Administration (MBA) @ UCLA Anderson School of Management. With a robust skill set that includes Account Management, Asset Allocation, Business Development, Financial Advisory, Financial Services and more. Jeff Stern has 3 emails and 1 mobile phone numbers on RocketReach.
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