Senior Associate, Equity Trading @ (June 2023 - June 2026)
Associate, SMA Trading @ (September 2022 - June 2023)
Investment Operations Associate @ (July 2021 - September 2022)
Senior Portfolio Specialist @ (November 2018 - June 2021)
Portfolio Specialist @ (August 2017 - November 2018)
Internship @ (June 2015 - August 2015)
John Geffre Education
University of Delaware
Bachelor's of Science (Business Administration)
2013-2017
John Geffre Skills
Asset Management
Bloomberg Terminal
Charles River IMS
Communication
Customer Relationship Management (CRM)
Customer Service
Equities
Equity Trading
Financial Services
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Mutual Funds
Portfolio Management
Public Speaking
Social Media
Team Leadership
Teamwork
Time Management
Trading
Trading Operations
John Geffre Summary
John Geffre, based in Philadelphia, PA, US, is currently a Senior Product Solutions Engineer at Envestnet. John Geffre brings experience from previous roles at Glenmede, JPMorgan Chase & Co., Bel Air Investment Advisors and Envestnet, Inc. John Geffre holds a 2013 - 2017 Bachelor's of Science in Business Administration @ University of Delaware. With a robust skill set that includes Asset Management, Bloomberg Terminal, Charles River IMS, Communication, Customer Relationship Management (CRM) and more. John Geffre has 1 emails and 1 mobile phone numbers on RocketReach.
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