Jim Jeffery Email & Phone Number
Managing Director, Senior Institutional Consultant @ Procyon Partners
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Jim Jeffery Location
- New York, NY, US
Jim Jeffery Work
- Managing Director, Senior Institutional Consultant @ (February 2019 - Present)
- Managing Director @ (July 2015 - February 2019)
- President and Managing Member @ Jeffery Asset Management (October 2000 - June 2015)
- Executive Vice President Head of Underwriting and Sales @ Herbert J Sims & Co. (November 1994 - October 2000)
Jim Jeffery Education
- Duke University
Bachelor of Arts - BA
1975-1978 - New York University - Leonard N. Stern School of Business
Master of Business Administration - MBA (Finance)
1985 - Duke University
Jim Jeffery Skills
- Investment Management Consulting
- Senior Living Finance
- Investment Policy for Senior Living & Health Care Organizations
- Asset Allocation Studies for Senior Living & Health Care Organizations
- Asset Managment
- Management Consulting
- Financial Services
- Asset Management
- Bonds
- Investment Banking
- Financial Markets
- Management
- Public Speaking
- Budgets
- Investments
- Leadership
- Portfolio Management
- Long-term Care
- Financial Advisory
- Microsoft Excel
- Customer Service
- Investment Policy for Senior Living and Health Care Organizations
- Long Term Care
- Program Management
- Business Development
- Asset Allocation Studies for Senior Living and Health Care Organizations
Jim Jeffery Summary
- Jim Jeffery, based in New York, NY, US, is currently a Managing Director, Senior Institutional Consultant at Procyon. Jim Jeffery brings experience from previous roles at The Solaris Group LLC, Jeffery Asset Management and Herbert J Sims & Co.. Jim Jeffery holds a 1975 - 1978 Bachelor of Arts - BA @ Duke University. With a robust skill set that includes Investment Management Consulting, Senior Living Finance, Investment Policy for Senior Living & Health Care Organizations, Asset Allocation Studies for Senior Living & Health Care Organizations, Asset Managment and more. Jim Jeffery has 1 emails on RocketReach.
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