Jeffrey Berger Email & Phone Number
Director of Product Strategy, Alternative Investments @ Fidelity Investments
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Jeffrey Berger Location
- New York, NY, US
Jeffrey Berger Work
- Director of Product Strategy, Alternative Investments @ (September 2025 - Present)
- Head of Platform Optimization @ (September 2024 - June 2025)
- Associate Director, Operations @ (September 2022 - September 2024)
- Finance and Operations @ (January 2021 - September 2022)
- Analyst- Derivatives Middle Office US @ (May 2018 - January 2021)
- Capital Markets Analyst @ (September 2016 - May 2018)
- Fixed Income Trade Operations (Consultant) @ (July 2016 - September 2016)
- Financial Consultant @ (January 2015 - May 2016)
- Regional Vice President @ The Bailey Group (January 2015 - May 2016)
- Trade Finance Intern @ The International Investment Group LLC (June 2014 - August 2014)
- Finance Intern @ (May 2013 - August 2013)
- Operations Intern (Strategic Sourcing) @ (May 2012 - August 2012)
Jeffrey Berger Education
- Columbia University
(Fintech - Boot Camp)
2020-2021 - University of Arizona
Bachelor's degree (Economics)
2010-2015 - University of Arizona
Associate's degree (Spanish)
2010-2015 - Horizon High School
Jeffrey Berger Skills
- Wealth Accumulation
- Retirement Planning
- Asset Protection Strategies
- Estate Planning Strategies
- Insurance Planning
- Business Planning Strategies
- In- Service Distributions
- Tax Saving Strategies
- Retirement Income Distribution Strategies
- Long-Term Care and Disability Planning Strategies
- SBA Key Man insurance Stragtegies
- SBA Collateral Assignment
- Python (Programming Language)
- pandas
- SQL
- Microsoft Excel
Jeffrey Berger Summary
- Jeffrey Berger, based in New York, NY, US, is currently a Director of Product Strategy, Alternative Investments at Fidelity Investments. Jeffrey Berger brings experience from previous roles at Yieldstreet and Allianz Global Investors. Jeffrey Berger holds a 2020 - 2021 Columbia University. With a robust skill set that includes Wealth Accumulation, Retirement Planning, Asset Protection Strategies, Estate Planning Strategies, Insurance Planning and more. Jeffrey Berger has 2 emails and 2 mobile phone numbers on RocketReach.
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