Jeff Wall Email & Phone Number
Vice President - Brokerage Technology @ Fidelity Investments
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Jeff Wall Location
- Cincinnati, OH, US
Jeff Wall Work
- Vice President - Brokerage Technology @ (January 2020 - Present)
- Vice President - Brokerage Product Mgmt @ (January 2020 - Present)
- Vice President - Product Mgmt @ (January 2016 - January 2020)
- Vice President - Brokerage Operations @ (May 2011 - January 2016)
- Sr. Director - Operations @ (December 2008 - May 2011)
- Director - Operations @ (April 2005 - December 2008)
- Director - Finance @ (December 2000 - April 2005)
- Manager - Finance @ (June 1998 - December 2000)
- Sr. Financial Analyst @ (January 1995 - December 1998)
- Senior Auditor @ (January 1991 - December 1995)
Jeff Wall Education
- University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration - BBA (Accounting)
1988-1993 - The Wharton School
Securities Industry Institute (Executive Development Program 2015 - 2017)
Jeff Wall Skills
- Process Improvement
- Financial Analysis
- Series 7
- Business Analysis
- Finance
- Strategic Financial Planning
- Mutual Funds
- Operations Management
- Risk Management
- Program Management
- Series 24
- Forecasting
- Leadership
- Project Management
- Customer Service
- Management
- Financial Services
- Investments
- Strategic Planning
- Financial Planning
- Portfolio Management
- Series 63
- Marketing
Jeff Wall Summary
- Jeff Wall, based in Cincinnati, OH, US, is currently a Vice President - Brokerage Technology at Fidelity Investments. Jeff Wall brings experience from previous roles at Fidelity Investments. Jeff Wall holds a 1988 - 1993 Bachelor of Business Administration - BBA in Accounting @ University of Cincinnati Carl H. Lindner College of Business. With a robust skill set that includes Process Improvement, Financial Analysis, Series 7, Business Analysis, Finance and more. Jeff Wall has 2 emails and 2 mobile phone numbers on RocketReach.
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