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Jeffrey Gerlach Location
Phoenix, AZ, US
Jeffrey Gerlach Work
Lead Compliance Tester @ (September 2024 - Present)
Senior Compliance Officer @ (July 2022 - September 2024)
Senior Fund Compliance Analyst @ (March 2020 - July 2022)
Fund Compliance Analyst @ (March 2018 - March 2020)
Associate Fund Compliance Analyst @ (October 2016 - February 2018)
Student Lead @ (August 2015 - May 2016)
Student Counselor @ (August 2013 - July 2015)
Paraprofessional Advisor @ (May 2014 - May 2016)
Financial Compliance Consultant Intern @ (June 2015 - July 2015)
Jeffrey Gerlach Education
University of Arizona, Eller College of Management
Bachelor’s Degree (Business Economics, Minor in Spanish)
2012-2016
Salpointe Catholic High School
High School
2008-2012
Jeffrey Gerlach Skills
Leadership
Event Planning
Microsoft Office
Management
Microsoft Word
Project Management
PowerPoint
Microsoft Excel
Marketing
Public Speaking
Time Management
Customer Service
New Business Development
Sales Management
Team Leadership
Mergers and Acquisitions
Senior Executive Leadership
Jeffrey Gerlach Summary
Jeffrey Gerlach, based in Phoenix, AZ, US, is currently a Lead Compliance Tester at Discover Financial Services. Jeffrey Gerlach brings experience from previous roles at Voya Investment Management. Jeffrey Gerlach holds a 2012 - 2016 Bachelor’s Degree in Business Economics, Minor in Spanish @ University of Arizona, Eller College of Management. With a robust skill set that includes Leadership, Event Planning, Microsoft Office, Management, Microsoft Word and more. Jeffrey Gerlach has 4 mobile phone numbers on RocketReach.
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