Jill Herbert Email & Phone Number
Investment Operations Manager @ TFO Family Office Partners
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Jill Herbert Location
- Phoenix, AZ, US
Jill Herbert Work
- 2011 -now Investment Operations Manager @
- 2003 -2011 Chief Compliance Officer @ SB Capital Management, Inc.
- 2001 -2003 Internal Sales @
- 2000 -2001 Investment Associate @
Jill Herbert Education
- Arizona State University
BS (Finance)
Jill Herbert Skills
- Investments
- Mutual Funds
- Asset Management
- Hedge Funds
- Asset Allocation
- Alternative Investments
- Wealth Management
- Investment Advisory
- Investment Management
- Portfolio Management
- Financial Services
- Investment Strategies
- Private Equity
- Risk Management
- Wealth Management Services
- Microsoft Office
- PowerPoint
- Training
Jill Herbert Summary
- Jill Herbert, based in Phoenix, AZ, US, is currently a Investment Operations Manager at TFO Family Office Partners. Jill Herbert brings experience from previous roles at SB Capital Management, Inc., Kayne Anderson Rudnick and Capital Group. Jill Herbert holds a BS in Finance @ Arizona State University. With a robust skill set that includes Investments, Mutual Funds, Asset Management, Hedge Funds, Asset Allocation and more. Jill Herbert has 2 emails and 1 mobile phone numbers on RocketReach.
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