Jeffrey Press Email & Phone Number
Director of Client Services @ Foundation Source
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Jeffrey Press Location
- Trumbull, CT, US
Jeffrey Press Work
- Director of Client Services @ (July 2022 - Present)
- Associate Director of Client Services at Foundation Source @ (November 2014 - September 2025)
- Client Associate @ (May 2013 - September 2025)
- Relationship Services Associate @ (January 2012 - January 2013)
- Managed Accounts Specialist @ (September 2009 - March 2012)
- Performance Report Analyst @ (September 2008 - October 2009)
- Client Services Specialist @ (June 2005 - September 2008)
- Member-International Program @ (October 2006 - May 2007)
Jeffrey Press Education
- Marist University
Bachelor of Arts (Communications)
1998-2002
Jeffrey Press Skills
- Financial Advisory
- Salesforce.com
- Insurance
- Account Management
- Sales
- Business Development
- Finance
- Strategic Planning
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Program Management
- Microsoft Excel
- Time Management
- Financial Analysis
- Onboarding
- Wealth
- Management
- Research
- Call Centers
- CRM
- Employee Benefits
Jeffrey Press Summary
- Jeffrey Press, based in Trumbull, CT, US, is currently a Director of Client Services at Foundation Source. Jeffrey Press brings experience from previous roles at Foundation Source, RBC, Private Client Resources, LLC and UBS. Jeffrey Press holds a 1998 - 2002 Bachelor of Arts in Communications @ Marist University. With a robust skill set that includes Financial Advisory, Salesforce.com, Insurance, Account Management, Sales and more. Jeffrey Press has 2 emails and 1 mobile phone numbers on RocketReach.
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