Jeffrey Browne Email & Phone Number
Chief Financial Officer, CFO @ The California Endowment
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Jeffrey Browne Location
- United States
Jeffrey Browne Work
- 2022 - now Chief Financial Officer, CFO @
- 2012 - 2022 VP, Workplace Investing @
- 2008 - 2012 Senior Manager @
- 2005 - 2008 Investment Analyst @
- 2003 - 2005 Wealth Planner @ Parish Capital Advisors (acquired by Stepstone Group)
- 2001 - 2003 Associate Investment Analyst @
Jeffrey Browne Education
- Duke University - The Fuqua School of Business
Master of Science in Finance (Risk Management)
Jeffrey Browne Skills
- Financial Services
- Retirement Planning
- Investments
- Mutual Funds
- Strategy
- Management
- Asset Allocation
- Retirement
- 401k
- Investment Advisory
- 401(k) Retirement Savings Plans
- Series 7
- Securities
- Portfolio Management
- Financial Planning
- Series 63
- Wealth Management
- Strategic Planning
- People Development
- FINRA
Jeffrey Browne Summary
- Jeffrey Browne, based in United States, is currently a Chief Financial Officer, CFO at The California Endowment. Jeffrey Browne brings experience from previous roles at Fidelity Investments and Parish Capital Advisors (acquired by Stepstone Group). Jeffrey Browne holds a Master of Science in Finance in Risk Management @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Services, Retirement Planning, Investments, Mutual Funds, Strategy and more. Jeffrey Browne has 1 emails on RocketReach.
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