Jeff Whitaker Location
Bethesda, MD, US
Jeff Whitaker Work
- 2020 - now President and Chief Executive Officer @ Chevy Chase Trust
- 2020 - 2020 External Advisor - Asset and Wealth Management Practice @ Boston Consulting Group (BCG)
- 2017 - 2019 Chief Operating Officer, Client Service and Marketing @ Bridgewater Associates
- 2014 - 2017 Chief Operating Officer @ Berkshire Partners
- 2011 - 2014 Chief Financial Officer, U.S. Private Bank @ J.P. Morgan
- 2004 - 2005 VP, Strategic Marketing @ GE Commercial Finance
- 1999 - 2004 Principal @ Boston Consulting Group (BCG)
- 1993 - 1997 Director @ Advisory Board
Jeff Whitaker Education
- The Wharton School
Master of Business Administration (Finance)
1997 - 1999 - Williams College
Bachelor of Arts (History, Political Science)
1989 - 1993
Jeff Whitaker Skills
- Finance
- Business Strategy
- Operations Management
- Wealth Management
- Sales Management
- Risk Management
- Asset Management
- Strategic Planning
- Hedge Funds
- Private Equity
Jeff Whitaker Summary
Jeff Whitaker, based in Bethesda, MD, US, is currently a President and Chief Executive Officer at Chevy Chase Trust. Jeff Whitaker brings experience from previous roles at Boston Consulting Group (BCG), Bridgewater Associates, Berkshire Partners and J.P. Morgan. Jeff Whitaker holds a 1997 - 1999 Master of Business Administration in Finance @ The Wharton School. With a robust skill set that includes Finance, Business Strategy, Operations Management, Wealth Management, Sales Management and more. Jeff Whitaker has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Chevy Chase Trust Employees
-
23
-
Larry Fisher
President - Family Wealth at Chevy Chase Trust
Bethesda, MD, US25 -
Jeannette Roegge
Chief Fiduciary Officer at Chevy Chase Trust
Bethesda, MD, US23 -
Jessica
Managing Director at Chevy Chase Trust
Washington, DC, US23 -
Al Bhatt
Managing Director at Chevy Chase Trust
McLean, VA, US25+ -
Susan Freed
Managing Director at Chevy Chase Trust
Chevy Chase Village, MD, US15+ -
Quinton Clemm
Vice President, Wealth Advisor at Chevy Chase Trust
Washington, DC, US14 -
Laly Kassa
Managing Director at Chevy Chase Trust
Bethesda, MD, US2 -
Jeffery Bishoff
Chief Technology Officer at Chevy Chase Trust
Clarksville, MD, US24 -
Jast Sohi
Managing Director at Chevy Chase Trust
Washington, DC, US3 -
Tanya M. B.
Vice President, Sr. Trust Officer at Chevy Chase Trust
Chevy Chase Village, MD, US11
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