Strategies for Wealth
Jeff Stern, CPA, MBA, has extensive experience in financial management and analysis, currently serving as a Financial Professional at Strategies for Wealth since November 2020. Previously, Jeff held senior roles at Zeta Global, including Senior Director and Director of FP&A, and made significant contributions at PepsiCo as Senior Manager in Financial Planning and Analysis, overseeing critical supply chain finance operations. Recognized with a Global Finance Leadership Award in 2011, Jeff has demonstrated expertise in data-driven performance analysis and strategic planning. Earlier career experiences include positions at PricewaterhouseCoopers and SAP AG. Jeff holds an MBA in Finance and Leadership from NYU Stern School of Business, a Master of Science in Accounting from Pace University, and a Bachelor of Science in Human Factors Engineering from Tufts University.