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Robert Jeffers Location
Cohasset, MA, US
Robert Jeffers Work
2025 -now Chief Operating Officer @
2024 -2025 Head of Billing and Revenue Operations @
2017 -2024 Chief Operating Officer @
2013 -2017 Managing Director @
2010 -2013 Managing Director @
2005 -2010 Head of PWM Operations @
2008 -2010 President of Board of Directors @
1999 -2005 Product Head of Global Portfolio Management @
Robert Jeffers Education
University of Pennsylvania - The Wharton School
MBA (Business)
1999-2001
University of California, Berkeley
BA (Political Economics)
1988-1994
University of Birmingham
Study Abroad Program (Political Economy)
1992-1993
Robert Jeffers Skills
Change Management
Six Sigma
Lean Sigma
Public Speaking
Equities
Capital Markets
Investment Banking
Fixed Income
Robert Jeffers Summary
Robert Jeffers, based in Cohasset, MA, US, is currently a Chief Operating Officer at Cerity Partners. Robert Jeffers brings experience from previous roles at Cerity Partners, Fiduciary Trust Company, State Street Bank and Deutsche Bank. Robert Jeffers holds a 1999 - 2001 MBA in Business @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Change Management, Six Sigma, Lean Sigma, Public Speaking, Equities and more. Robert Jeffers has 2 emails and 2 mobile phone numbers on RocketReach.
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