Jeff Meshberg

Jeff Meshberg is a senior financial leader currently serving as the Wealth Management Americas Divisional Information Security Officer and Head of Records Management at UBS. With a diverse background that includes roles such as Chief Data Officer at UBS, Chief Financial Officer at Bank of America Merrill Lynch, and Chief Accounting Officer at AIG, Meshberg possesses extensive experience in investment banking, wealth management, and insurance. A Certified Public Accountant, they have a proven track record in financial planning, analysis, and operational leadership, having successfully led large teams and completed over 20 M&A transactions in a short span. Meshberg has also been an active speaker at industry conferences and contributed as a member of various professional committees. They are currently pursuing a BBA in Public Accounting at Pace University.