Jeff B.

Jeff B. has a diverse work experience spanning various roles in different companies. Jeff is currently working at CAPTRUST as an Institutional Client Portfolio Manager, responsible for overseeing the management of the asset allocation and investment manager selection for a collective investment trust. Prior to this, they worked at CAPTRUST as a Fixed Income Investment Research Senior Associate, where they monitored and tracked performance of asset managers and provided reporting and analysis on fixed income assets.

Before joining CAPTRUST, Jeff worked at Amundi Pioneer as an Investment Analyst, focusing on risk management and compliance for a portfolio of funds. Jeff also gained experience in Listed Derivatives Operations at Credit Suisse, where they managed daily trading and facilitated trade reconciliation for a top asset management company.

Jeff's earlier experience includes working as a Financial Services Representative at First Citizens Bank, providing financial advice and credit risk management to clients. Jeff also worked at Marriott International as a Front Office Supervisor and Night Financial Auditor, and started their career as an Insurance Agent at American Income Life Insurance Company.

Jeff B. attended Liberty University from 2017 to 2020, where they pursued a Masters of Business Administration degree. Jeff'sfield of study focused on Banking, Corporate, Finance, and Securities Law.