Jeffrey Surgent

Jeffrey Surgent, CSSGB®, CAPM®, serves as a Senior Associate and Project Engagement Specialist at EY since August 2016, where responsibilities include coordinating engagement lifecycles and managing client assessments, pricing scenarios, statement of work, and related financial analyses for multi-location clients. With a robust background at BNY Mellon from April 1992 to April 2015, Jeffrey held several positions, including VP of the Client On-Boarding Best Practices Team, where a major achievement involved managing the conversion of over 50,000 investment accounts. Jeffrey possesses strong analytical skills, having managed tax compliance for nuclear decommission trusts and provided performance reporting for Fortune 500 clients. Educational credentials include a Bachelor of Science in Business Administration from Robert Morris University and various certifications in project management and process improvement from Villanova University and the Project Management Institute.