Jeffrey Press Email & Phone Number
Director of Client Services @ Foundation Source
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different Jeffrey Press?
Find contact details for 700 million professionals.
Others Named Jeffrey Press
Jeffrey Press
Managing Director
Philadelphia, PA, US
Top Foundation Source Employees
Ashby Foltz
SVP, DAFs and Product
Decatur, GA, US
Christina Owczarski
SVP, People and Talent
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co