Steven Jeffrey Email & Phone Number
Senior Vice President and Portfolio Manager and Consultant @ Commerce Trust
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Steven Jeffrey Location
- Columbia, MO, US
Steven Jeffrey Work
- 2023 - now Senior Vice President and Portfolio Manager and Consultant @
- 2008 - 2023 Senior Vice President and Senior Portfolio Manager @
- 2007 - 2008 Financial Advisor @
- 2004 - 2007 Vice President and Portfolio Manager @
- 2000 - 2004 Vice President and Portfolio Manager @
Steven Jeffrey Education
- William Woods University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
1996 - 1997 - University of Missouri-Columbia
Bachelor of Arts (B.A.) (Economics)
1987 - 1991 - University of Pennsylvania - The Wharton School
Steven Jeffrey Skills
- Delegation
- Client Services
- Team Management
- Services Sales
- Performance Monitoring
- Customer Relations
- Personal Trust
- Supervisory Skills
- Investment Research
- Certified Investment Management Analyst
- Attention to Detail
- Sales Processes
- Identifying New Opportunities
- Customer Service
- Coaching
- Sales
- Financial Markets
- Business Development
- Income Tax
- Due Diligence
- Market Analysis
- Laptops
- Investment Portfolios
- Investment Policy Statements
- Organization Skills
- Problem Solving
- Communication
- Presentation Skills
- Client Relations
- Interpersonal Skills
- Investments
- Retirement Planning
- Wealth Management
- Alternative Investments
- Portfolio Management
- Asset Managment
- Strategic Financial Planning
- Asset Allocation
- Estate Planning
- Investment Strategies
- Mutual Funds
- Investment Advisory
- Fixed Income
- Investment Management
- Wealth Management Services
- Equities
- Securities
- Financial Analysis
- Asset Management
- High Net Worth Individuals
Steven Jeffrey Summary
- Steven Jeffrey, based in Columbia, MO, US, is currently a Senior Vice President and Portfolio Manager and Consultant at Commerce Trust. Steven Jeffrey brings experience from previous roles at Central Trust Company, Bank of America, SunTrust Bank and Fifth Third Bank. Steven Jeffrey holds a 1996 - 1997 Master of Business Administration (M.B.A.) in Business Administration and Management, General @ William Woods University. With a robust skill set that includes Delegation, Client Services, Team Management, Services Sales, Performance Monitoring and more. Steven Jeffrey has 2 emails on RocketReach.
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Top Commerce Trust Employees
Lyle Johnson
Senior Vice President and Market Executive
Columbia, MO, US
Cindy Lewis
Senior Vice President - Family Office Relationship Manager
St. Louis, MO, US
David Hertlein
Vice President - Sr. Private Banking Relationship Manager
St. Louis, MO, US
Aimee Witzl
Senior Vice President - Senior Private Client Advisor
St. Louis, MO, US
Diane Steinkamp
Vice President, Privately Held Investment Manager
St. Louis, MO, US
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