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
- Chief Growth Officer @ (January 2026 - Present)
- Financial Services Consultant @ Self-employed (June 2025 - January 2026)
- Vice President, Broker Dealer Operations and Chief Operations Officer @ Osaic (August 2018 - May 2025)
- Senior Vice President - Investment Operations @ (September 2016 - August 2018)
- Independent Consultant @ (August 2015 - September 2016)
- Vice President, Investment Operations @ (January 2012 - July 2015)
- Vice President, Broker Dealer Operations @ (January 2006 - January 2012)
- Director of Operations @ (January 2000 - January 2006)
- Vice President, Corporate Operations @ (January 1998 - January 2000)
- Director (Promoted from Manager) @ (January 1993 - January 1998)
- Assistant Vice President and Supervisor and Management Trainee @ Kemper Clearing Corporation, Inc. (January 1988 - January 1993)
Jeffrey Sheftic Education
- The Wharton School
SIFMA Certificate: Executive Education - Securities Industry institute
2008-2011 - NYU Stern School of Business
MBA (Finance)
- Series 27, 24, 53,7, 63
- University of Pennsylvania
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 @ The Wharton School. With a robust skill set that includes Equities, Securities, Fixed Income, Financial Services, Series 7 and more. Jeffrey Sheftic has 3 emails and 6 mobile phone numbers on RocketReach.
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Jeffrey Sheftic
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