Jeff Hooks
Relationship Management / Client Experience / Global Operations Leader
- Role
- Sr Vice President - Relationship Management and Client Experience at Stp Investment Services
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jeff Hooks
Experienced Investment Services Professional | Relationship Manager at STP…
Experience
Sr Vice President - Relationship Management and Client Experience
May 2022 — Present · West Chester, PA, US
Education
University of California, Santa Barbara
Bachelor of Business Administration (B.B.A.)
1995 — 1999
Skills
- Derivatives
- Financial Analysis
- Investment Advisory
- Investment Strategies
- Analysis
- Trading
- Securities
- Microsoft Excel
- Bloomberg
- Series 63
- Asset Management
- Bonds
- Banking
- Asset Allocation
- Mutual Funds
- Investments
- Asset Managment
- Fixed Income
- Wealth Management
- Equities
- Financial Services
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