Jeff Wall Email & Phone Number
Vice President - Brokerage Technology @ Fidelity Investments
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Jeff Wall Location
- Cincinnati, OH, US
Jeff Wall Work
- 2020 -now Vice President - Brokerage Technology @
- 2020 -now Vice President - Brokerage Product Mgmt @
- 2016 -2020 Vice President - Product Mgmt @
- 2011 -2016 Vice President - Brokerage Operations @
- 2008 -2011 Sr. Director - Operations @
- 2005 -2008 Director - Operations @
- 2000 -2005 Director - Finance @
- 1998 -2000 Manager - Finance @
- 1995 -1998 Sr. Financial Analyst @
- 1991 -1995 Senior Auditor @
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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