Jeffrey McCroy Email & Phone Number
President and Chief Executive Officer @ Christian Brothers Investment Services
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Jeffrey McCroy Location
- Chicago, IL, US
Jeffrey McCroy Work
- 2017 -now President and Chief Executive Officer @
- 2012 -2017 Global Head of Client Relationship Management @
- 2008 -2011 President and COO @
- 2005 -2008 Partner @
- 2001 -2005 President - Institutional Investment Solutions @
- 1993 -2001 Managing Director - New Business Development @
- 1984 -1993 Senior Account Manager @ Aetna Capital Management
Jeffrey McCroy Education
- Creighton University
BSBA (Finance)
1980-1984
Jeffrey McCroy Skills
- Direct Sales
- Sales Management
- Distribution
- Client Services
- Product Development
- Product Management
- Sales Process
- P&L responsibility
- Building Strong Teams
- Change Management
- Executive Leadership
- Problem Solving
- Decision Making
- Business Planning
- Board Relations
- Leadership
- Asset Management
- Business Development
- CRM
- Due Diligence
- Executive Management
- Financial Services
- Investment Management
- Hedge Funds
- Investments
- Management
- New Business Development
- Mergers & Acquisitions
- P&L Management
- Sales
- Portfolio Management
- Strategic Planning
- Strategy
- Team Building
- Asset Allocation
- P
- Mergers and Acquisitions
- Financial Analysis
- Customer Service
Jeffrey McCroy Summary
- Jeffrey McCroy, based in Chicago, IL, US, is currently a President and Chief Executive Officer at Christian Brothers Investment Services. Jeffrey McCroy brings experience from previous roles at American Century Investments, Transamerica Investment Services, Inc., Sextant Search Partners and Bank of America. Jeffrey McCroy holds a 1980 - 1984 BSBA in Finance @ Creighton University. With a robust skill set that includes Direct Sales, Sales Management, Distribution, Client Services, Product Development and more. Jeffrey McCroy has 2 emails and 4 mobile phone numbers on RocketReach.
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