2012 -
2022 Director of Investment Strategy - BNY Mellon Wealth Management @
2010 -
2012 Vice President, Partner @ Bainco International Investors
1997 -
2010 Chief Investment Officer @
Jeffrey Mortimer Education
The University of Chicago Booth School of Business
MBA (Finance)
1990
-
1992
Babson College
B.S. (Finance / Investments)
1982
-
1986
Jeffrey Mortimer Skills
Financial Analysis
Change Management
Strategy
Business Strategy
Microsoft Excel
Portfolio Management
Corporate Development
Digital Media
Financial Services
Jeffrey Mortimer Summary
Jeffrey Mortimer, based in Weston, MA, US, is currently a Chief Investment Officer at ELYXIUM at ELYXIUM. Jeffrey Mortimer brings experience from previous roles at Dragonfly Asset Management, LLC, 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 has 2 emails and 4 mobile phone numbers on RocketReach.
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