Jeffrey Jones

Jeffrey Jones

Wealth Senior Client Portfolio Manager
New York, New York, United States

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Work Experience

Wilmington Trust

Wealth Senior Client Portfolio Manager

2023-04-01 - Present

City National Rochdale

Associate Portfolio Manager

2018-12-01 - 2023-04-01

New York Life Insurance Company

Senior Associate - Sales Strategy and Planning

2014-05-01 - 2015-08-01

J.P. Morgan

Private Client Investment Associate

2011-11-01 - 2014-05-01

JPMorgan Chase & Co

Personal Banker

2009-07-01 - 2011-11-01

MetLife, Inc

Financial Services Representative and Investment Advisor

2008-03-01 - 2009-07-01

Pantry Warehouse, LLC

Retail Store Manager

1997-06-01 - 2008-03-01

Skills

wealth management global capital markets investment management institutional retirement services

Languages

English