Jeffrey Mortimer's Location
Boston, MA, US
Jeffrey Mortimer's Work
- CIO, Founding Partner @ Dragonfly Asset Management, LLC
- Director of Investment Strategy - BNY Mellon Wealth Management @ BNY Mellon
- Vice President, Partner @ Bainco International Investors
- Chief Investment Officer @ Charles Schwab
Jeffrey Mortimer's Education
- The University of Chicago Booth School of Business
MBA (Finance)
1990 - 1992 - Babson College
B.S. (Finance / Investments)
1982 - 1986
Jeffrey Mortimer's Skills
- Financial Analysis
- Change Management
- Strategy
- Business Strategy
- Microsoft Excel
- Portfolio Management
- Corporate Development
- Digital Media
- Financial Services
Jeffrey Mortimer's Summary
Jeffrey Mortimer, based in Boston, MA, US, is currently a CIO, Founding Partner at Dragonfly Asset Management, LLC, bringing experience from previous roles at BNY Mellon, Bainco International Investors and Charles Schwab. Jeffrey Mortimer holds a 1990 - 1992 MBA in Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Financial Analysis, Change Management, Strategy, Business Strategy, Microsoft Excel and more, Jeffrey Mortimer contributes valuable insights to the industry. Jeffrey Mortimer has 2 emails and 1 mobile phone number on RocketReach.
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