Jeffrey Press Email & Phone Number
Director of Client Services @ Foundation Source
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Jeffrey Press Location
- Trumbull, CT, US
Jeffrey Press Work
- 2022 -now Director of Client Services @
- 2014 -2025 Associate Director of Client Services at Foundation Source @
- 2013 -2025 Client Associate @
- 2012 -2013 Relationship Services Associate @
- 2009 -2012 Managed Accounts Specialist @
- 2008 -2009 Performance Report Analyst @
- 2005 -2008 Client Services Specialist @
- 2006 -2007 Member-International Program @
Jeffrey Press Education
- Marist College
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 College. 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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