Mike Jervis Email & Phone Number
Senior Director, Head of Client Consultants - North America @ Confluence
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Mike Jervis Location
- Boston, MA, US
Mike Jervis Work
- Senior Director, Head of Client Consultants - North America @ (January 2022 - Present)
- Senior Director, Head of North American Client Success @ (July 2006 - December 2021)
- Senior Portfolio Analyst @ Fidelity Management & Research (January 1998 - January 2006)
- Vice President, Senior Consultant @ Advest Custom Consulting (December 1997 - December 1998)
- Associate Consultant and Director of Mutual Fund Research @ Evaluation Associates (August 1996 - December 1997)
- Accounting and Administration @ Plymouth Rock Assurance Corporation (January 1988 - January 1996)
Mike Jervis Education
- Suffolk University - Sawyer Business School
MBA (Finance)
1990-1993 - University of Vermont
Bachelor of Arts (BA) (Political Science)
1984-1988
Mike Jervis Skills
- Absolute Return
- Account Management
- Alternative Investments
- Analytical Skills
- Analytics
- Asset Allocation
- Asset Management
- Asset Managment
- Attention to Detail
- Business Development
- Business Relationship Management
- Capital Markets
- Client Development
- Client Liaison
- Client Relations
- Client Requirements
- Client Services
- Client Services Management
- Client Visits
- Collaborative Problem Solving
- Communication
- Communication Training
- Competitive Analysis
- Competitive Landscape
- Confidentiality
- Consultation
- Customer Engagement
- Customer Retention
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Customer Support
- Data Analysis
- Deadline Oriented
- Economics
- Equities
- External Communications
- Finance
- Financial Analysis
- Financial Markets
- Financial Regulation
- Financial Services
- Fixed Income
- Global Investment
- Institutional
- Interpersonal Communication
- Interpersonal Skills
- Investment Analysis
- Investment Management
- Investment Management Industry
- Investment Performance
- Investment Products
- Investment Strategies
- Investments
- Key Client Relationships
- Key Performance Indicators
- Leadership
- Management
- Manager Selection
- Managing Meetings
- Market Analysis
- Market Updates
- Mathematics
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Morningstar
- Mutual Funds
- Oral Communication
- Organization Skills
- Organizational Leadership
- Performance Attribution
- Portfolio Management
- Portfolio Performance Analysis
- Possess strong analytical
- PowerPivot
- Presales
- Presentation Skills
- Presentations
- Problem Solving
- Quantitative Analytics
- Quantitative Data
- Quantitative Research
- Quantitative Risk
- Relationship Building
- Resolving Issues
- Risk Management
- SQL
- Soft Skills
- Software as a Service (SaaS)
- Spreadsheets
- Statistical Data Analysis
- Stressful Situations
- Team Leadership
- Team Management
- Technology Implementation
- Working with Investors
- Written Communication
Mike Jervis Summary
- Mike Jervis, based in Boston, MA, US, is currently a Senior Director, Head of Client Consultants - North America at Confluence. Mike Jervis brings experience from previous roles at Investment Metrics, Fidelity Management & Research, Advest Custom Consulting and Evaluation Associates. Mike Jervis holds a 1990 - 1993 MBA in Finance @ Suffolk University - Sawyer Business School. With a robust skill set that includes Absolute Return, Account Management, Alternative Investments, Analytical Skills, Analytics and more. Mike Jervis has 3 emails and 1 mobile phone numbers on RocketReach.
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