Jeffrey Burney
Chief Client Officer - Making People and Situations Better
- Role
- Partner, Chief Client Officer at Curi Capital
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jeffrey Burney
An executive with a demonstrated history in leading successful teams through strategic guidance and visionary leadership in the financial industry. Extensive experience providing ultra-high net worth entrepreneurs and executive clients with personalized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy and implementation, concentrated position management, and wealth preservation and transfer planning. Strong business development and strategic professional with a Bachelor of Business Administration in Finance and Business Economics from Ohio University.Functional areas of strength and effectiveness:Entrepreneur Wealth ManagementExecutive LeadershipAsset Management Company GrowthGlobal Multi-Asset Class ExperienceTeam Recruitment, Development and LeadershipClient Service and Experience ManagementBusiness Process Re-engineeringStrategic PlanningThought Leadership
Experience
Partner, Chief Client Officer
Aug 2022 — Present · Denver, CO, US
I have accountability for leading and managing the client advisory efforts of the firm which includes developing and executing a strategic plan that drives the organization to work together for optimal delivery of service and advice, while maintaining high rates of client satisfaction; retaining and growing revenue with a focus on profitability; coaching and mentoring other key leaders within the client advisory business unit.
Education
Ohio University
Bachelor of Business Administration (BBA), Finance and Business Economics
2002 — 2006
Skills
- Financial Modeling
- Financial Analysis
- Capital Markets
- Equities
- Management
- Fixed Income
- Strategic Planning
- Investments
- Portfolio Management
- Wealth Management
- Finance
- Strategy
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