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Alexander Jeffries is listed as ♦ Relationship Builder ♦ Philanthropic Resource for Financial Advisors and Donors ♦ Sales and Financial Services Professional at American Endowment Foundation, a company with 57 employees, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Alexander Jeffries.
Alexander Jeffries previously worked as Associate Director II, Advisor Partnerships at American Endowment Foundation and Relationship Manager at American Endowment Foundation. Alexander Jeffries holds Bachelor Of Business Administration (B.B.A.), Finance, Dean'S List from Kent State University.
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♦ Eleven years experience building fruitful relationships with top financial advisors across various platforms.♦ Strong understanding of the donor-advised fund space and the financial services industry.♦ Closed numerous conventional and complex multimillion-dollar donor-advised fund deals.♦ Frequently recognized by peers, managers, and financial advisors for providing exceptional service. ♦ Problem solver who easily assimilates and contributes to new roles and initiatives with a big picture perspective.
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Hudson, Ohio, United States
Promoted through successive roles within the Office of Business Development, from Development Associate to Associate Director II, Advisor Partnerships, demonstrating increasing trust, responsibility, and expertise. Currently manage and develop strategic partnerships with financial advisors, investment professionals and other key stakeholders to drive new.
Cleveland Heights, Ohio
Developed customized asset allocation strategies and implemented tailored Investment plans in collaboration with the Investment Committee and lead advisors.♦ Managed and prepared 70 comprehensive financial plans, net worth statements, and reports for presenting to high-net worth clients with advisors.♦ Reviewed referrals, assisted in interviewing and.
Akron, Ohio
Rose through progressive levels of increased responsibility from Intern to second level of Investment Operations Specialist. Engaged with financial advisors and staff to thoroughly understand business practices and represent client preferences and needs. On boarded new member offices by educating financial advisors, staff, and C-level executives on.
Akron, Ohio
Prepared new investment account setup and existing account servicing. Researched and responded to client inquiries through email and phone communication.
Cleveland, Ohio
Aided the Retired Military & Annuitant Pay Department, performed assignments supporting compliant application of financial and accounting principles, procedures, and processes. ♦ Identified single-point-of-failure employees across a 60-member department by locating functions, programs, and subject matter experts holding unique knowledge. Cross-referenced.
Geneva, Switzerland
Contributed to the Department of Membership by supporting a research project assessing member partnering and helping plan a 140-member regional assembly in South Africa with materials preparation and vendor sourcing.
Other employees you can reach at aefonline.org. View company contacts for 57 employees →
Rose G.
Colleague at American Endowment FoundationGreater Cleveland, United States
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Jared Kochis
Colleague at American Endowment FoundationChagrin Falls, Ohio, United States, United States
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Beth Monachino
Colleague at American Endowment FoundationMedina, Ohio, United States, United States
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Josh Walker
Colleague at American Endowment FoundationKent, Ohio, United States, United States
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Sue Boyle
Colleague at American Endowment FoundationGreater Cleveland, United States
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Kristin Wilcoxson
Colleague at American Endowment FoundationHudson, Ohio, United States, United States
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Savannah Vitt
Colleague at American Endowment FoundationGreater Cleveland, United States
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Anne Charm
Colleague at American Endowment FoundationHudson, Ohio, United States, United States
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Tiffany Ballou
Colleague at American Endowment FoundationCleveland, Ohio, United States, United States
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Hero Mikuriya
Colleague at American Endowment FoundationAkron, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Alexander Jeffries works for American Endowment Foundation.
Alexander Jeffries is listed as ♦ Relationship Builder ♦ Philanthropic Resource for Financial Advisors and Donors ♦ Sales and Financial Services Professional at American Endowment Foundation.
Alexander Jeffries is based in Cleveland, Ohio, United States while working with American Endowment Foundation.
Alexander Jeffries has worked for American Endowment Foundation, Eileen M Burkhart & Co., Llc, Valmark Financial Group, Sequoia Financial Group, and Dfas - Defense Finance And Accounting Service.
Alexander Jeffries's colleagues at American Endowment Foundation include Rose G., Jared Kochis, Beth Monachino, Josh Walker, and Sue Boyle.
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Alexander Jeffries holds Bachelor Of Business Administration (B.B.A.), Finance, Dean'S List from Kent State University.
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