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
- Director, Client Relations and Marketing @ (May 2016 - Present)
- Vice President @ (November 2013 - April 2016)
- Global Consultant Relations @ (September 2006 - October 2013)
- RFP Analyst and Consultant Marketing @ Merrill Lynch Investment Managers (March 2005 - September 2006)
- Branch Manager @ American General Finance (November 2002 - March 2005)
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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