Jeffrey Browne Email & Phone Number
Chief Financial Officer, CFO @ The California Endowment
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Jeffrey Browne Location
- United States
Jeffrey Browne Work
- Chief Financial Officer, CFO @ (January 2022 - Present)
- VP, Workplace Investing @ (January 2012 - January 2022)
- Senior Manager @ (January 2008 - January 2012)
- Investment Analyst @ (January 2005 - January 2008)
- Wealth Planner @ Parish Capital Advisors (acquired by Stepstone Group) (January 2003 - January 2005)
- Associate Investment Analyst @ (January 2001 - January 2003)
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 2 emails on RocketReach.
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