Jeffrey Herbert, CFA, is a Data Automation and Analytics Senior Manager at Veracross, where they focus on transforming complex data into clarity and actionable insights. Previously, they served as a Business Intelligence and Reporting Consultant at JAMIS Software Corporation and held various roles within the Austin Independent School District, including Finance Systems Manager and Senior Budget Analyst. Earlier in their career, Jeffrey worked as a Financial Advisor at Edward Jones and JPMorgan Chase & Co. and was the Assistant Director at Cho-Yeh Camp and Conference Center. Currently, they are pursuing a degree in Finance at Texas McCombs School of Business.
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