Jeff Rubin

System Administrator, Colony Wealth Management Technology at The Colony Group

Jeff Rubin is a Senior Associate at The Colony Group, where they specialize in Business Systems and Analytics. Prior to joining The Colony Group, Jeff worked as an Operations Manager at Bridgewater Wealth & Financial Management from January 2013 to December 2017. Jeff also interned at The Tauber Family Foundation from May 2010 to August 2011, and worked as a Caddy & Bag Room Attendant at Bethesda Country Club from January 2005 to December 2009.

Jeff Rubin received their Bachelor of Science in Finance from the University of Arizona - Eller College of Management and is certified by the Financial Industry Regulatory Authority (FINRA) in Series 65 - Uniform Investment Adviser Law Examination.

Jeff Rubin reports to Jon Morse, Director, Business Operations.

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Peers

Timeline

  • System Administrator, Colony Wealth Management Technology

    Current role

  • Senior Associate, Business Systems and Analytics

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