Jeff Surface Email & Phone Number
Results Specialist @ FocusPoint Private Capital Group
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Jeff Surface Location
- San Francisco, CA, US
Jeff Surface Work
- 2019 -now Results Specialist @
- 2016 -2019 VP, Portfolio Analytics Manager @
- 2012 -2016 Portfolio Analytics Specialist @
- 2009 -2011 Consultant @
Jeff Surface Education
- University of the Pacific
Bachelor of Science (Finance)
2006-2009
Jeff Surface Skills
- Agile Project Management
- Python (Programming Language)
- SQL
- Public Speaking
- Client Services
- Factset
- Project Planning
- Microsoft Office
- Corporate Finance
- Performance Attribution
- Data Integration
- Portfolio Performance Analysis
- Financial Services
- Portfolio Management
- Equities
- Finance
- Microsoft Excel
- Valuation
- Management
- PowerPoint
- Financial Analysis
- Software Implementation
- Software as a Service (SaaS)
- Onboarding
Jeff Surface Summary
- Jeff Surface, based in San Francisco, CA, US, is currently a Results Specialist at Capital Group | American Funds. Jeff Surface brings experience from previous roles at FactSet and FactSet Research Systems. Jeff Surface holds a 2006 - 2009 Bachelor of Science in Finance @ University of the Pacific. With a robust skill set that includes Agile Project Management, Python (Programming Language), SQL, Public Speaking, Client Services and more. Jeff Surface has 3 emails and 1 mobile phone numbers on RocketReach.
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