Jody Bruce Email & Phone Number
Senior Vice President, Head of Advisory and Wealth Planning Solutions @ Bessemer Trust
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Jody Bruce Location
- New York, NY, US
Jody Bruce Work
- Senior Vice President, Head of Advisory and Wealth Planning Solutions @ (March 2022 - Present)
- Vice President, Business Analyst Lead @ (January 2014 - December 2021)
- Assistant Vice President, Business Analyst @ (January 2008 - December 2013)
- Junior Business Analyst @ (January 2006 - December 2007)
- Account Manager @ The George F. Baker Family Office (June 2001 - December 2005)
Jody Bruce Education
- Cannon Financial Institute
Trust Administration
2010-2011 - Baruch College
Bachelor of Business Administration (BBA) (Finance, General)
2001-2005
Jody Bruce Skills
- Alternative Investments
- Bloomberg
- Business Analysis
- Change Management
- Cognos
- Critical Thinking
- Finance
- Investments
- MS Excel Pivot Tables
- Management
- Microsoft Office
- Requirements Analysis
- Siebel
- Siebel CRM
- Stakeholder Management
- Visio
- Wealth Management
- Wealth Management Services
- Workflow
Jody Bruce Summary
- Jody Bruce, based in New York, NY, US, is currently a Senior Vice President, Head of Advisory and Wealth Planning Solutions at Bessemer Trust. Jody Bruce brings experience from previous roles at Bessemer Trust and The George F. Baker Family Office. Jody Bruce holds a 2010 - 2011 Trust Administration @ Cannon Financial Institute. With a robust skill set that includes Alternative Investments, Bloomberg, Business Analysis, Change Management, Cognos and more. Jody Bruce has 1 emails and 1 mobile phone numbers on RocketReach.
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