Jeffrey Hole Email & Phone Number
Chief Advisory Officer @ Focus Financial Partners
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Jeffrey Hole Location
- New York, NY, US
Jeffrey Hole Work
- Chief Advisory Officer @ (May 2026 - Present)
- Head of Client Solutions and Partnership Strategy @ (July 2024 - May 2026)
- Managing Director, Client Experience @ (April 2022 - July 2024)
- Managing Director, Ayco and Personal Financial Management Operations @ (April 2017 - April 2022)
- Vice President, Business Strategy @ (August 2016 - April 2017)
- Vice President, Global Head of Bank Relations and Market Infrastructure @ (February 2014 - July 2016)
- Vice President, Market Infrastructure @ (April 2010 - January 2014)
- Vice President, Foreign Exchange Project Management @ (December 2009 - April 2010)
- Associate, Foreign Exchange Middle Office @ (December 2007 - December 2009)
- Analyst, Foreign Exchange Collateral and Valuations @ (July 2004 - December 2007)
Jeffrey Hole Education
- Georgetown University
Bachelor's Degree (Political Economics, Computer Science)
2000-2004 - Rochester Institute of Technology
MS IT (Human Computer Interaction, Usability Engineering)
Jeffrey Hole Skills
- Capital Markets
- Fixed Income
- Microsoft Office
- Banking
- SQL
- Financial Services
- Microsoft Excel
- Leadership
Jeffrey Hole Summary
- Jeffrey Hole, based in New York, NY, US, is currently a Chief Advisory Officer at Focus Financial Partners. Jeffrey Hole brings experience from previous roles at Focus Financial Partners and Goldman Sachs Ayco. Jeffrey Hole holds a 2000 - 2004 Bachelor's Degree in Political Economics, Computer Science @ Georgetown University. With a robust skill set that includes Capital Markets, Fixed Income, Microsoft Office, Banking, SQL and more. Jeffrey Hole has 2 emails and 1 mobile phone numbers on RocketReach.
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