Jeffrey R.

Jeffrey R. is an experienced business and data analyst with a robust background in financial services and marketing analytics. Currently serving as a Business Analyst at AssetMark since April 2019, Jeffrey has previously held various analytical roles, including Data Analyst at Bank of America and Wells Fargo, where responsibilities involved data provisioning, reporting, and business rule implementation for regulatory compliance. At Charles Schwab, Jeffrey managed marketing campaigns and integrated acquired data using advanced analytics tools. An early career included leadership in creating workshops and facilitating curriculum development at Experience Unlimited. Jeffrey holds a Bachelor’s Degree in Business from the University of California, Berkeley, and an MBA in Finance from Golden Gate University.