Jeff Marshall
Managing Director @Bmo Family Office
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2019 — Present
Managing Director @Bmo Family Office
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Portland, OR, US
EDUCATION
N/A
Bentley University
Bachelor’s Degree, Finance
SKILLS
ManagementStrategyBusiness StrategyStrategic PlanningDue DiligenceHedge FundsInvestment ManagementLeadershipPortfolio ManagementInvestmentsAsset ManagementFund of FundsAsset AllocationMutual FundsInvestment AdvisoryCapital MarketsWealth ManagementManager ResearchInvestment StrategiesAlternative InvestmentsPrivate Equity
ABOUT JEFF MARSHALL
Experienced investment professional with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Investment Research, Alternatives Investments, Asset Allocation, Leadership and Management. Strong client servicing skills with a Bachelor’s Degree in Finance from Bentley University.
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