Jeff Malbasa
Division Manager - RIA/Bank Trust
- Role
- Division Manager - Ria Bank Trust at Capital Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeff Malbasa
Securities offered through American Funds Distributors, Inc.
Experience
Division Manager - Ria Bank Trust
Apr 2023 — Present
Education
Chartered Financial Analyst
Investment management
2008 — 2011
Weatherhead School of Management at Case Western Reserve University
MBA, Banking and Finance
2005 — 2007
Tufts University
BA, Economics and History
2000 — 2003
College for Financial Planning
Financial Planning
2003 — 2003
University School
High School
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