Jeffrey Sheftic Email & Phone Number
Chief Growth Officer @ World Investment Advisors (formerly Pensionmark)
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Jeffrey Sheftic Location
- Bradenton, FL, US
Jeffrey Sheftic Work
- 2026 -now Chief Growth Officer @
- 2025 -2026 Financial Services Consultant @ Self-employed
- 2018 -2025 Vice President, Broker Dealer Operations and Chief Operations Officer @ Osaic
- 2016 -2018 Senior Vice President - Investment Operations @
- 2015 -2016 Independent Consultant @
- 2012 -2015 Vice President, Investment Operations @
- 2006 -2012 Vice President, Broker Dealer Operations @
- 2000 -2006 Director of Operations @
- 1998 -2000 Vice President, Corporate Operations @
- 1993 -1998 Director (Promoted from Manager) @
- 1988 -1993 Assistant Vice President and Supervisor and Management Trainee @ Kemper Clearing Corporation, Inc.
Jeffrey Sheftic Education
- Wharton School, University of Pennsylvania
SIFMA Certificate: Executive Education - Securities Industry institute (SIFMA Certificate: Executive Education - Securities Industry institute)
2008-2011 - Series 27, 24, 53,7, 63
SIFMA Certificate: Executive Education - Securities Industry institute
2008-2011 - New York University - Leonard N. Stern School of Business
MBA (MBA, Finance)
- University of Pennsylvania
Bachelor of Arts (BA) (Bachelor of Arts (BA), Economics)
Jeffrey Sheftic Skills
- Equities
- Securities
- Fixed Income
- Financial Services
- Series 7
- Mutual Funds
- Investments
- Options
- Risk Management
- FINRA
- Series 63
- Back Office
- Strategy
- Financial Markets
- Business Strategy
- Capital Markets
- Executive Management
- Operations Management
- Hedge Funds
- Asset Management
- Vendor Management
- Project Management
- Wealth Management
- Series 24
- Change Management
- Derivatives
- Project Planning
- Budgets
- Business Relationship Management
- Budget Management
- Legal Compliance
- Organizational Change
- Project Delivery
- Change Leadership
- Project Execution
- Project Implementation
- Retail Brokerage
- Business Reorganizations
- Operational Planning
- Organizational Leadership
- series 27
- Regulatory Requirements
- Budget Oversight
- Strategy Development
- Regulatory Reporting
- Employee Hiring
- Sales
- Management
- Partner Relationship Management
- Research
- Strategic Planning
- Microsoft Excel
- Series 53
- Financial Sector
- Committees
- Business Development
- Regulatory
- Budget Allocation
- Technical Services
- Team Building
- Operations
- Industry Committees
Jeffrey Sheftic Summary
- Jeffrey Sheftic, based in Bradenton, FL, US, is currently a Chief Growth Officer at World Investment Advisors. Jeffrey Sheftic brings experience from previous roles at Self-employed, Osaic, Capital One and InterPares Partners. Jeffrey Sheftic holds a 2008 - 2011 SIFMA Certificate: Executive Education - Securities Industry institute in SIFMA Certificate: Executive Education - Securities Industry institute @ Wharton School, University of Pennsylvania. With a robust skill set that includes Equities, Securities, Fixed Income, Financial Services, Series 7 and more. Jeffrey Sheftic has 4 emails and 6 mobile phone numbers on RocketReach.
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Others Named Jeffrey Sheftic
Jeffrey Sheftic
Chief Growth Officer
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