Jeffrey Devlin Email & Phone Number
Chief Operating Officer @ Citi
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Jeffrey Devlin Location
- Caldwell, NJ, US
Jeffrey Devlin Work
- 2023 -now Chief Operating Officer @
- 2022 -2023 Senior Managing Director, Head of Wealth Operations @
- 2015 -2022 Director and Global COO, Citi Investment Management Grou @
- 2010 -2015 Director and Head of Client Services @
- 2006 -2010 Senior VP and Head of Global Advisory Service Operations @
- 2004 -2006 VP of Private Investment Management @ Lehman Brothers
- 1999 -2004 VP of Neuberger Berman Institutional and Mutual Fund Division @
- 1998 -1999 Senior Consultant @ Bond Technologies
- 1998 -1998 Business Analyst @
- 1996 -1998 Strategist @
- 1995 -1996 Business Analyst @ Bowne
- 1992 -1995 Strategist @
Jeffrey Devlin Education
- Iona College
Bachelor's Degree
1988-1992
Jeffrey Devlin Skills
- Series 7
- Wealth Management
- Fixed Income
- Securities
- Financial Services
- Equities
- Hedge Funds
- Mutual Funds
- Series 63
- Asset Management
- Investment Advisory
- Investments
- Private Banking
- Investment Management
- Separately Managed Accounts
- Relationship Management
- Wealth Management Services
- Alternative Investments
- Leadership
- Portfolio Management
- Capital Markets
- Microsoft Office
- Marketing
- Trading
- Separately Managed
Jeffrey Devlin Summary
- Jeffrey Devlin, based in Caldwell, NJ, US, is currently a Chief Operating Officer at Citi. Jeffrey Devlin brings experience from previous roles at Silicon Valley Bank and Citi. Jeffrey Devlin holds a 1988 - 1992 Bachelor's Degree @ Iona College. With a robust skill set that includes Series 7, Wealth Management, Fixed Income, Securities, Financial Services and more. Jeffrey Devlin has 1 emails and 1 mobile phone numbers on RocketReach.
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