Jeffrey Spear Email & Phone Number
Senior Vice President, Senior Portfolio Manager @ Bank of America Private Bank
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Jeffrey Spear Location
- Mission Viejo, CA, US
Jeffrey Spear Work
- Senior Vice President, Senior Portfolio Manager @ (January 2021 - Present)
- Vice President, Portfolio Manager @ (August 2018 - January 2021)
- Senior Associate, Portfolio Compliance @ (September 2013 - August 2018)
- Investment Officer, Portfolio Manager @ (October 2010 - June 2013)
- Asst Vice President ETF Portfolio Management @ Claymore Securities / Guggenheim Funds (January 2007 - October 2010)
- Portfolio Implementation Group @ (January 2004 - January 2006)
- Assistant Portfolio Manager @ (January 2002 - January 2004)
- Fund Administration @ (January 1998 - January 1999)
- Trader @ Santa Barbara Bank and Trust (January 1995 - January 1998)
Jeffrey Spear Education
- UC Santa Barbara
Bachelor of Arts (Business Economics)
1987-1992
Jeffrey Spear Skills
- Portfolio Management
- Investments
- Mutual Funds
- Trading
- ETFs
- Banking
- Asset Allocation
- Asset Management
- Alternative Investments
- Investment Strategies
- Equities
- Hedge Funds
- Fixed Income
- Bloomberg
- Investment Management
- Securities
- Wealth Management
- Derivatives
- Strategic Financial Planning
- Financial Markets
- Valuation
- Credit
- Separately Managed Accounts
- Fund Administration
- Financial Reporting
- Investment Advisory
- Fund Accounting
- Microsoft Excel
- Retirement Planning
- Bonds
- Financial Services
- Financial Advisory
Jeffrey Spear Summary
- Jeffrey Spear, based in Mission Viejo, CA, US, is currently a Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank. Jeffrey Spear brings experience from previous roles at Bank of America Private Bank, PIMCO, U.S. Trust and Claymore Securities / Guggenheim Funds. Jeffrey Spear holds a 1987 - 1992 Bachelor of Arts in Business Economics @ UC Santa Barbara. With a robust skill set that includes Portfolio Management, Investments, Mutual Funds, Trading, ETFs and more. Jeffrey Spear has 2 emails and 3 mobile phone numbers on RocketReach.
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