Jeff Weiner Email & Phone Number
Executive Director, Financial Advisor @ Morgan Stanley
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Jeff Weiner Location
- Nashville, TN, US
Jeff Weiner Work
- 2009 -now Executive Director, Financial Advisor @
- 1993 -2009 VP - Wealth Management @
Jeff Weiner Education
- University of Massachusetts at Amherst - Isenberg School of Management
BS (Finance and Economics)
1988-1992
Jeff Weiner Skills
- Leadership
- Portfolio Management
- Project Management
- Investments
- Accounting
- Financial Analysis
- Wealth Management
- Underwriting
- Credit Analysis
- Investment Strategies
- Hedge Funds
- Finance
- Alternative Investments
- Financial Services
- Financial Reporting
- CPA
- Tax
- Auditing
- Start Ups
- Risk Management
- Compliance
- Asset Management
- Investor Reporting
- Equities
- Performance Management
- Equity Swaps
- Workflow Management
- FX Swaps
- Operational Due Diligence
- Trade Support
- Fund Administration
- Bloomberg
- Corporate Budgeting and Finance
- Portfolio Valuation
- Fatca/Crs
- Total Return Swaps
- Soccer Coaching
- Equities Global
- Middle Office
- System Implementations
- QuickBooks
- Quickbooks Proadvisor
- Private Equity
Jeff Weiner Summary
- Jeff Weiner, based in Nashville, TN, US, is currently a Executive Director, Financial Advisor at Morgan Stanley. Jeff Weiner brings experience from previous roles at Merrill Lynch. Jeff Weiner holds a 1988 - 1992 BS in Finance and Economics @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Leadership, Portfolio Management, Project Management, Investments, Accounting and more. Jeff Weiner has 2 emails and 1 mobile phone numbers on RocketReach.
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