Jeffrey Beary Email & Phone Number
Vice President @ ValueWorks, LLC
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Jeffrey Beary Location
- New York, NY, US
Jeffrey Beary Work
- Vice President @ (January 2011 - Present)
- Consulting Solutions and Investment Manager Allocations @ (January 1996 - January 2000)
- Analyst - Investment Manager Due Diligence and Research @ (January 1993 - January 1996)
- Vice President, Wealth Management @ (January 2007 - January 2010)
- Managing Director, Wealth Management @ (January 2000 - January 2007)
Jeffrey Beary Education
- University of Minnesota-Twin Cities
Bachelor of Science (B.S.) (Economics)
1988-1991 - University of Minnesota-Twin Cities
Bachelor of Science (B.S.) (Statistics)
1988-1991
Jeffrey Beary Skills
- Wealth Management
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Asset Managment
- Series 7
- Investment Strategies
- Investment Management
- Portfolio Management
- Investment Advisory
- Hedge Funds
- Retirement Planning
- Economics
- Statistics
- Due Diligence
- Management Due Diligence
- Manager Research
- Data Analysis
- Business Analysis
- Strategic Planning
- Customer Service
- Management
- Integration
Jeffrey Beary Summary
- Jeffrey Beary, based in New York, NY, US, is currently a Vice President at ValueWorks LLC. Jeffrey Beary brings experience from previous roles at RBC Wealth Management, Sterne Agee and NBC Securities, Inc. a correspondent of RBC Correspondent Services. Jeffrey Beary holds a 1988 - 1991 Bachelor of Science (B.S.) in Economics @ University of Minnesota-Twin Cities. With a robust skill set that includes Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment and more. Jeffrey Beary has 3 emails and 3 mobile phone numbers on RocketReach.
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