RRobert Jeffers's
email & phone
Current Position:
Head of Billing and Revenue Operations at Cerity PartnersExperience:
26 yearsLocation:
Cohasset, Massachusetts, United StatesHow to contact Robert Jeffers
j******t@ceritypartners.com
+1-***-***-1192
Work Experience
Jul 2024 - Current
Mar 2017 - Jun 2024
Sep 2013 - Mar 2017
Jun 2010 - Sep 2013
May 2005 - Jun 2010
May 1999 - May 2005
Jan 2008 - Jan 2010
Education
MBA at University of Pennsylvania - The Wharton School
BA at University of California, Berkeley
Study Abroad Program at The University of Birmingham
Current Company Information Cerity Partners
Name: Cerity Partners
Speciality: Investment Advisory, Wealth Planning, Business Advisory Services, Financial Wellness, Wellness Coaching, Executive Financial Counseling, Executive Financial Planning, OCIO, Financial Planning, Estate Planning, Workplace Solutions, Retirement Plan Consulting, Corporate Venture Capital, Family Office Services, Tax Planning and Preparation
Location: New York, NY, United States
Employees: 1000-5000
Description: Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations...
Frequently Asked Questions
What is Robert Jeffers's minimum period of employment in the companies?
Robert Jeffers's minimum period of employment in various companies is 2 years.What is Robert Jeffers's average duration of employment for different companies?
On average, Robert Jeffers works for one company for 4 years 6 monthsWhat industries has Robert Jeffers worked in?
Robert Jeffers works in the Financial Services. Previously, Robert Jeffers worked in the Nonprofit Organization Management.What positions has Robert Jeffers held before?
Previously, Robert Jeffers worked as a Chief Operating Officer, and Managing Director, and Head of PWM Operations, and Product Head of Global Portfolio Management, and President of Board of Directors.How do I contact Robert Jeffers?
Robert Jeffers's email address is j******t@ceritypartners.com, phone number is +1-***-***-1192. Sign up to get contact details.Who is the President & CEO of the Cerity Partners?
The President & CEO of the Cerity Partners is Kurt MiscinskiFind email for 850M+ professionals
