Jeff Whitaker Email & Phone Number
President and Chief Executive Officer @ Chevy Chase Trust
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Jeff Whitaker Location
- Bethesda, MD, US
Jeff Whitaker Work
- 2020 -now President and Chief Executive Officer @
- 2020 -2020 External Advisor - Asset and Wealth Management Practice @
- 2017 -2019 Chief Operating Officer, Client Service and Marketing @
- 2014 -2017 Chief Operating Officer @
- 2011 -2014 Chief Financial Officer, U.S. Private Bank @
- 2004 -2005 VP, Strategic Marketing @
- 1999 -2004 Principal @
- 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
- Social Media Coaching And Consulting
- Social Media Implementation
- Social Media Optimization
- Social Media Marketing Projects
- Social Media Branding
- Online Visibility Optimization
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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