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 - The Wharton School
CIMA
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 and 1 mobile phone numbers on RocketReach.
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Top Commerce Trust Employees
Cathy Arshadi
Senior Vice President, Director of Financial Management
St. Louis, MO, US
Paul Lewis
Executive Vice President - Market Executive
St. Louis, MO, US
Angie Ackerman
Vice President, Private Banking Relationship Manager
St. Louis, MO, US
Lyle Johnson
Senior Vice President and Market Executive
Columbia, MO, US
Jessica Seitzer
VP, Private Banking Relationship Manager
Kansas City, MO, US
John Handy
President and CEO at Commerce Trust Company
Chesterfield, MO, US
David Hagee
Chief Investment Officer
St. Louis, MO, US
Michael Foster
Senior Vice President - Private Client Advisor
St. Louis, MO, US
Brad Landsbaum
Senior Vice President - Private Client Advisor
St. Louis, MO, US
Cindy Lewis
Senior Vice President - Family Office Relationship Manager
St. Louis, MO, US
Amy Pieper
Senior Vice President, Director of Institutional Sales and Service
Kansas City, MO, US
Genny Pointer
Vice President, Business Process Manager
Independence, MO, US
Paul Zietlow
Chief Operating Officer
Kansas City, MO, US
Michael Graham
Senior Vice President, Director - Insurance Premium Finance
Kansas City, MO, US
Sara S
Vice President, Portfolio Management Team Manager
Lee's Summit, 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
Michael Brandeberry
Vice President, Senior Financial Planner
Kansas City, MO, US
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