Jeff Sweeney Email & Phone Number
Director, Client Relations and Marketing @ Epoch Investment Partners, Inc.
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Jeff Sweeney Location
- New York, NY, US
Jeff Sweeney Work
- 2016 -now Director, Client Relations and Marketing @
- 2013 -2016 Vice President @
- 2006 -2013 Global Consultant Relations @
- 2005 -2006 RFP Analyst and Consultant Marketing @ Merrill Lynch Investment Managers
- 2002 -2005 Branch Manager @ American General Finance
Jeff Sweeney Education
- University of Delaware
Bachelor of Science (B.S.) (Finance, General)
1998-2002
Jeff Sweeney Skills
- Series 7
- Series 66
- Client Service
- Relationship Management
- Team Leadership
- Financial Services
- Uniform Combined State Law
- Fixed Income
- Equities
- Financial Analysis
- Alternative Investments
- Asset Allocation
- Private Equity
- Investments
- Investment Management
- Asset Management
- Mutual Funds
- Portfolio Management
- Leadership
- Social Media
- Microsoft Office
- Marketing
- Management
- Marketing Strategy
Jeff Sweeney Summary
- Jeff Sweeney, based in New York, NY, US, is currently a Director, Client Relations and Marketing at Epoch Investment Partners, Inc.. Jeff Sweeney brings experience from previous roles at Guggenheim Investments, BlackRock, Merrill Lynch Investment Managers and American General Finance. Jeff Sweeney holds a 1998 - 2002 Bachelor of Science (B.S.) in Finance, General @ University of Delaware. With a robust skill set that includes Series 7, Series 66, Client Service, Relationship Management, Team Leadership and more. Jeff Sweeney has 2 emails and 2 mobile phone numbers on RocketReach.
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