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Jeffrey Devlin Location
Caldwell, NJ, US
Jeffrey Devlin Work
Managing Director @ (December 2025 - Present)
Chief Operating Officer @ (September 2023 - December 2025)
Senior Managing Director, Head of Wealth Operations @ (April 2022 - September 2023)
Director and Global COO, Citi Investment Management Grou @ (January 2015 - April 2022)
Director and Head of Client Services @ (January 2010 - January 2015)
Senior VP and Head of Global Advisory Service Operations @ (January 2006 - January 2010)
VP of Private Investment Management @ Lehman Brothers (January 2004 - January 2006)
VP of Neuberger Berman Institutional and Mutual Fund Division @ (January 1999 - June 2004)
Senior Consultant @ Bond Technologies (January 1998 - January 1999)
Business Analyst @ (January 1998 - January 1998)
Strategist @ (January 1996 - January 1998)
Business Analyst @ Bowne (January 1995 - January 1996)
Strategist @ (January 1992 - January 1995)
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 Managing Director at BlackRock. Jeffrey Devlin brings experience from previous roles at Citi and Silicon Valley Bank. 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 2 emails and 1 mobile phone numbers on RocketReach.
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