Jeffrey Moseley

Jeffrey Moseley

Wealth Manager at BNY Mellon
Seattle, Washington, United States

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Work Experience

BNY Mellon Wealth Management

Wealth Manager

2021-12-01 - Present

J.P. Morgan

Investment Analyst

2013-07-01 - 2016-07-01

The Ronnie K. Irani Center for the Creation of Economic Wealth (I-CCEW)

Intern

2012-01-01 - 2012-05-01

University of Oklahoma

Intern

2009-11-01 - 2010-07-01

Clear Channel

Intern

2009-04-01 - 2009-05-01

Skills

wealth management investment management wealth estate planning private banking endowments & foundations family office services planned giving services global custody generational wealth transfer business transitions

Languages

English