Jeff Meshberg

About Jeff Meshberg

A senior financial leader with a proven track record of success at major financial institutions-Unique, diversified skillset with experiences as a divisional Chief Data Officer (UBS), a divisional Chief Financial Officer (Bank of America and Merrill Lynch) and a Chief Accounting Officer (AIG)-A senior Finance Executive and Certified Public Accountant with industry experience in Investment and Commercial Banks, Wealth Management and Insurance-Career has been focused on building or fixing global teams -Product CFO roles in Private Equity, Equities Trading, Hedge Funds, Real Estate and Investment Banking-Corporate leadership roles in Financial Planning and Analysis, CCAR and SEC Reporting and Accounting Policy-Extensive M+A due diligence and integration experience having completed over 20 transactions within a 4 year span-Skilled at financial reengineering and systems implementation to create efficiencies and workforce capacity-Strong leadership, management, project and presentation skills-Past speaker at industry conferences on Data Governance, Acquisition Integration and Financial Reporting and Valuations-Past member of the AICPA Stockbrokerage Committee and the Insurance Experts Panel

Experience

1. Wealth Management Americas Divisional Information Security Officer and Head of Record Management

   瑞银集团

   Oct 2021 — Present · Weehawken, NJ, US

   Responsible for Privacy, Cyber and Information Security and Records Management

Education

• Pace University-Pleasantville/Briarcliff Campus

  BBA in Public Accounting

Skills

• Accounting
• Corporate Finance
• Private Equity
• Due Diligence
• Hedge Funds
• Risk Management
• Financial Analysis
• Investment Banking
• Financial Services
• Finance
• Management
• Equities
• Portfolio Management
• Financial Planning
• Mergers & Acquisitions
• Capital Markets
• Valuation
• Financial Modeling