Jeffrey Sheftic

Jeffrey Sheftic, MBA, is an experienced finance executive with a strong focus on operations and regulatory compliance within the financial services industry. Currently serving as Vice President, Broker Dealer Operations and Chief Operations Officer at Osaic since August 2018, Jeffrey has held senior leadership roles at Capital One and Prudential Financial, where responsibilities included investment operations and cross-functional business initiatives. Prior consulting experience at InterPares Partners involved providing expert guidance to financial entities. Jeffrey's operational expertise was further developed through leadership positions at Charles Schwab, ADP Clearing & Outsourcing Services, Credit Suisse, Fidelity Investments, and Kemper Clearing Corporation. Jeffrey is an alumnus of the Wharton School and NYU Stern School of Business, holding multiple finance-related certifications.