Jeffrey Berger

Associate Director, Operations at Yieldstreet

Jeffrey Berger has a diverse work experience spanning various roles and industries. Jeffrey is currently working at Yieldstreet as an Associate Director, Operations since September 2022. Before this, Jeffrey worked with Allianz Global Investors as an Analyst in the Derivatives Middle Office from May 2018 to January 2021. Prior to that, they served as a Capital Markets Analyst at Wells Fargo Securities from September 2016 to May 2018.

Jeffrey also has experience working with HSBC Global Banking and Markets as a Fixed Income Trade Operations Consultant, AXA Advisors LLC as a Financial Consultant, The Bailey Group as a Regional Vice President, The International Investment Group LLC as a Trade Finance Intern, Scotiabank Costa Rica as a Finance Intern, and Scotiabank as an Operations Intern.

Throughout their career, Jeffrey has gained valuable skills in operations, finance, trade processing, customer service, and financial consulting. Jeffrey has demonstrated their ability to analyze complex financial data, improve operational efficiency, and provide financial guidance to clients.

Jeffrey Berger's education history begins with their high school education at Horizon High School. The specific field of study and degree obtained at this level is not specified.

After completing high school, Jeffrey attended the University of Arizona from 2010 to 2015. During this time, they earned a Bachelor's degree in Economics as well as an Associate's degree in Spanish.

In 2020, Jeffrey enrolled in Columbia University's Fintech - Boot Camp program. The duration of this program is not specified, but it is assumed to have ended in 2021. The specific degree obtained is not mentioned.

In addition to their formal education, Jeffrey has obtained several certifications. These include the Life and Health Insurance certification, for which the institution and year of obtaining are not provided. Jeffrey also holds certifications in Series 66, issued by NASAA, and Series 7, issued by the Financial Industry Regulatory Authority (FINRA). The exact timing of their certification achievements is not mentioned.

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Previous companies

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Wells Fargo logo
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Allianz Global Investors logo

Timeline

  • Associate Director, Operations

    September, 2022 - present

  • Finance and Operations

    January, 2021

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