David Jeffery, MBA, CFA, currently serves as a Senior Portfolio Manager at Corient since August 2023, and has held a similar position at RGT Wealth Advisors since April 2017. Prior experience includes roles at American Airlines from July 2012 to April 2017, where responsibilities encompassed leading International Revenue Management teams and developing revenue strategies that significantly impacted annual revenue. David also contributed to International Justice Mission as a Finance Intern in 2011, enhancing financial reporting and efficiency. Educational qualifications include a Master of Business Administration in Finance from Southern Methodist University, achieved in 2017, following a Bachelor's degree from the same institution in 2012.
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