Martin Bennett Email & Phone Number

Head of Digital Strategy and Product, Wealth Management @ Jefferies

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Martin Bennett Location

New York, NY, US

Martin Bennett Work

2024 -now Head of Digital Strategy and Product, Wealth Management @
2017 -2024 Global CRM Product Lead @
2015 -2017 Director, Advisory @
2006 -2014 Senior Vice President, Business Management @
2001 -2006 Manager, Management Consulting @
1999 -2000 Associate, Audit @

Martin Bennett Education

D'Amore-McKim School of Business at Northeastern University
MSMBA (Accounting)
1998-1999
Brandeis University
Bachelor of Arts (BA) (Economics)
1995-1997

Martin Bennett Skills

Asset Managment
Portfolio Management
Alternative Investments
Financial Services
Mutual Funds
Valuation
Private Equity
Financial Modeling
Wealth Management
Derivatives
Risk Management
Investments
Securities
Mergers
Asset Management
CRM
Management Consulting
Mergers & Acquisitions
Sales Operations
Marketing Operations
Digital Strategy
Leadership
Operational Risk
Budgets
Benchmarking
Savings
Loop
FEED
Sales Administration
Financial Statements
Integration
Monitors
Target Costing
Identifying Opportunities
Complexity
Synergies
Business Expansion
Attribution
Requirements Analysis
Venture Capital
Executive Profile
IT Strategy
Operations
Portfolio
Retirement
Key Performance Indicators
Stakeholders
Microsoft Word
Forecasting
Delivery
Financial Forecasting
Commercial Real Estate
Global Sales
Business Administration
Sales Compensation
Project Planning
Reports
Global Reporting
Business Requirements
Investment Management
Business Lines
Art
Stakeholder Management
Migrating
Business Insights
Distribution
Assessment
Client Services
Regulatory Risk
Project Management
Brokerage
Project Delivery
Business Continuity
Policies and Procedures
Point of Sale
CPA
Operating Models
Market
PowerPoint
Mergers and Acquisitions
Solution
Bankruptcy
Tax Accounting
Business Architecture
Microsoft Excel
Policy
Relationship Management
Project Portfolio Management
Strategic Planning
Intermediary
Building Organizational Capability
Business Intelligence
Marketing Effectiveness
Lead Management
Internal Audit
Fostering
Data Transformation
Boston
Strategize
Roadmap
Infrastructure
Onboarding
Dissemination
Consulting
Business Modeling
Operational Efficiency
Organizational Structure
Technology Implementation
Meaningful
Prospects
Retail Marketing
Scalability
Distribution Strategies
Program Management
Consolidation
Technology Solutions
Business Process
Sales Management
Functional Requirements
Science
Business Transformation
Analysis
New York
Web Marketing
Metrics
Outsourcing
Solutions Marketing
Strategy
Design
Business Management
Sales
Sequencing
Data Migration
PRINCE2
Gap Analysis
Sales and Marketing
Funding
Equities
Oversight
Enablement
Project
Business Process Improvement
Independence
Overseeing
Institutional Sales
Coaching
Adoption
Cost
Driving
Strategic Business
Global Investment
Offering
Data Management
JavaScript
Business Development
Empower
Business Process Re Engineering
Marketing
Business Case
Support Functions
Confirmation
Accounting
Cross Selling
Business Advisory
Salesforce.com
New Hires
Change Management
Analytics
Rate
Process Definition
Economics
Media
Offerings
Reporting
Cross Functional Team Leadership
Portfolio Optimization
Transformational
Sales Enablement
Management
Business Analysis
Customer Experience
Visio
Managing Accounts
Acquisition Integration

Martin Bennett Summary

Martin Bennett, based in New York, NY, US, is currently a Head of Digital Strategy and Product, Wealth Management at Jefferies. Martin Bennett brings experience from previous roles at Jefferies, PwC, Neuberger Berman and Accenture. Martin Bennett holds a 1998 - 1999 MSMBA in Accounting @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Asset Managment, Portfolio Management, Alternative Investments, Financial Services, Mutual Funds and more. Martin Bennett has 3 emails and 3 mobile phone numbers on RocketReach.