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Bryan A. Jones Email & Phone Number

Client Service Analyst | Alternative Investments at Stifel Financial Corp.
Location: New York, New York, United States 4 work roles 2 schools
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Current company
Role
Client Service Analyst | Alternative Investments
Location
New York, New York, United States
Company size

Who is Bryan A. Jones? Overview

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Quick answer

Bryan A. Jones is listed as Client Service Analyst | Alternative Investments at Stifel Financial Corp., a company with 5 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Bryan A. Jones.

Bryan A. Jones previously worked as Alternative Investments Client Service Analyst at Stifel Financial Corp. and Client Success Analyst at Starcompliance. Bryan A. Jones holds Bachelor'S Degree, Economics from Rutgers University.

Company email context

Email format at Stifel Financial Corp.

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Stifel Financial Corp.

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Profile bio

About Bryan A. Jones

Bryan A. Jones is a Client Service Analyst | Alternative Investments at Stifel Financial Corp.. He possess expertise in skilled multi tasker, eviews, data entry, data analysis, jira and 19 more skills.

Listed skills include Skilled Multi Tasker, Eviews, Data Entry, Data Analysis, and 20 others.

Current workplace

Bryan A. Jones's current company

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Stifel Financial Corp.
Stifel Financial Corp.
Client Service Analyst | Alternative Investments
501 N. Broadway, St. Louis, MO 63102, us
Website
Employees
5
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4 roles

Bryan A. Jones work experience

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Alternative Investments Client Service Analyst

Current

St. Louis, MO, US

Sep 2022 - Present

Client Success Analyst

Rockville, Maryland, US

- Served as an analyst on the Client Services team for the Employee Conflicts of Interest (ECOI) software, which ensures regulatory compliance by using automated tracking processes in a centralized compliance hub. - Investigated and replicated defects that clients experienced and tested solutions to resolve them.- Created and presented step-by-step guides.

Nov 2021 - Sep 2022

Document Services Analyst

Washington, District Of Columbia, US

- Performed front end and back end support for the WEBCRD database, primarily in regard to the on-boarding of new hires for member firms.- Investigated and resolved cases submitted by member firms via FINRA’s CRM application and on-call support.

May 2020 - Nov 2021

Information Operations Specialist

Washington, District Of Columbia, US

- Served as the primary point of contact for the Consolidated Audit Trail (CAT) filing and processed all agreements submitted by firms.- Completed daily maintenance on the CATDAT database to certify that all active users had appropriate permissions.- Performed testing for in house applications that supported CAT and provided suggestions to optimize user.

Feb 2020 - May 2020
Team & coworkers

Colleagues at Stifel Financial Corp.

Other employees you can reach at stifel.com. View company contacts for 5 employees →

2 education records

Bryan A. Jones education

Bachelor'S Degree, Economics

Rutgers University

Education record

Bishop Mcnamara High School
FAQ

Frequently asked questions about Bryan A. Jones

Quick answers generated from the profile data available on this page.

What company does Bryan A. Jones work for?

Bryan A. Jones works for Stifel Financial Corp..

What is Bryan A. Jones's role at Stifel Financial Corp.?

Bryan A. Jones is listed as Client Service Analyst | Alternative Investments at Stifel Financial Corp..

Where is Bryan A. Jones based?

Bryan A. Jones is based in New York, New York, United States while working with Stifel Financial Corp..

What companies has Bryan A. Jones worked for?

Bryan A. Jones has worked for Stifel Financial Corp., Starcompliance, and Finra.

Who are Bryan A. Jones's colleagues at Stifel Financial Corp.?

Bryan A. Jones's colleagues at Stifel Financial Corp. include Sri Vemulapalli Undefined, Angela Lodico, Mark Davies Jones, Patrick Dingess, and Lauren Harrington.

How can I contact Bryan A. Jones?

You can use AeroLeads to view verified contact signals for Bryan A. Jones at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.

What schools did Bryan A. Jones attend?

Bryan A. Jones holds Bachelor'S Degree, Economics from Rutgers University.

What skills is Bryan A. Jones known for?

Bryan A. Jones is listed with skills including Skilled Multi Tasker, Eviews, Data Entry, Data Analysis, Jira, File Archiving, Image Processing, and Regression Testing.

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