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Jack Breen Email & Phone Number
Senior Relationship Manager - Institutional
at
Columbia Threadneedle Investments
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✓ Verified May 2026
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Profile completeness 86%
Current company
Role
Senior Relationship Manager - Institutional
Location
Greater Boston, United States, United States
Who is Jack Breen? Overview
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Quick answer
Jack Breen is listed as Senior Relationship Manager - Institutional at Columbia Threadneedle Investments, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Jack Breen.
Jack Breen previously worked as Institutional Sales Co-op at Amundi Us and MIL Sales Co-op at Mfs Investment Management. Jack Breen holds Bachelor'S Degree, Business Administration, Double Concentration In Finance And Accounting, Minor In Economics, Fourth Year from Northeastern University.
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Columbia Threadneedle Investments
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Profile bio
About Jack Breen
I am a fourth-year student at Northeastern University pursuing a Bachelor of Science in Business Administration with a double concentration in Finance and Accounting in the D'Amore-McKim School of Business. I am also pursuing a minor in Economics from the College of Social Sciences and Humanities.I have been fortunate enough to complete two co-op experiences in asset management sales during my time at Northeastern. Throughout these experiences, I have been exposed to retail clients, public & corporate pension plans, and investment consultants. I am hoping to enter into the investment consultant or asset management industry in a client facing role following my graduation from Northeastern in June 2025.
Current workplace
Jack Breen's current company
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6 roles
Jack Breen work experience
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Institutional Sales Co-Op
- Supported the institutional sales, consultant relations, and relationship management teams consisting of 11 representatives across the United States
- Supported the Head of US Institutional in compiling and distributing senior-level analysis and reporting including a weekly KPI report sent to global senior management
- Analyzed databases, including Finsearches, With Intelligence, and eVestment for possible salesopportunities, competing asset managers’ activity, and competitive analysis
- Developed internal competitive analysis reports emphasizing areas where Amundi adds value
- Maintained and organized sales pipeline of 200 opportunities averaging $155 million to allow for accurate planning and forecasting
- Utilized Dreamweaver to produce and send monthly email update on Insurance Linked Securities Strategy to over 100 investment consultants
Jan 2024 - Jun 2024
Mil Sales Co-Op
- Supported the retail offshore sales team covering Europe, the United States, and Latin America
- Coordinated meetings between key clients and MFS wholesalers leading to an increase in sales
- Analyzed fund comparisons, highlighting areas where the sales team could position MFS funds in a positive manner
- Ensured accurate and up-to-date Salesforce data, allowing for more efficient client interactions
Jan 2023 - Jul 2023
Tennis Supervisor At Packer-Ellis Tennis Courts
Winchester Recreation Department
- Deliver customer service by responding to employee/public requests and questions
- Manage youth staff and oversee maintenance projects
- Communicate with staff, director, and members to ensure a customer friendly environment
- Identify and resolve problems in a timely manner
Jun 2021 - Sep 2022
Special Packaging
- Packaged hospital gowns to be delivered to Boston area hospitals in height of COVID-19 Pandemic
- Collaborated with co-workers to create an efficient method of folding and packaging gowns
- Exceeded daily quota of shipping 2,000 gowns a day as a group repeatedly
Jun 2020 - Aug 2020
Activities Counselor
Brooks School Summer Programs
- Arranged activities alongside fellow counselors for children ages 8-12
- Ensured safety protocols on the ropes course were followed
- Led groups through high and low ropes activities as well as team building activities
Jun 2019 - Aug 2019
2 education records
Jack Breen education
Bachelor'S Degree, Business Administration, Double Concentration In Finance And Accounting, Minor In Economics, Fourth Year
Graduated Magna Cum Laude
FAQ
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Quick answers generated from the profile data available on this page.
What company does Jack Breen work for?
Jack Breen works for Columbia Threadneedle Investments.
What is Jack Breen's role at Columbia Threadneedle Investments?
Jack Breen is listed as Senior Relationship Manager - Institutional at Columbia Threadneedle Investments.
Where is Jack Breen based?
Jack Breen is based in Greater Boston, United States, United States while working with Columbia Threadneedle Investments.
What companies has Jack Breen worked for?
Jack Breen has worked for Columbia Threadneedle Investments, Amundi Us, Mfs Investment Management, Winchester Recreation Department, and Gemline.
How can I contact Jack Breen?
You can use AeroLeads to view verified contact signals for Jack Breen at Columbia Threadneedle Investments, including work email, phone, and LinkedIn data when available.
What schools did Jack Breen attend?
Jack Breen holds Bachelor'S Degree, Business Administration, Double Concentration In Finance And Accounting, Minor In Economics, Fourth Year from Northeastern University.
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