Head of Billing and Revenue Operations @ (July 2024 - December 2025)
Chief Operating Officer @ (March 2017 - June 2024)
Managing Director @ (September 2013 - March 2017)
Managing Director @ (June 2010 - September 2013)
Head of PWM Operations @ (May 2005 - June 2010)
Product Head of Global Portfolio Management @ (May 1999 - May 2005)
President of Board of Directors @ (January 2008 - December 2010)
Robert Jeffers Education
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 @ 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 3 mobile phone numbers on RocketReach.
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