Jeff Everett Email & Phone Number

I am a dynamic and results-driven financial services professional with over 20 years of industry experience. I have a strong background and proven track record in operations, people management, project management, and everything in between.With a strong focus on delivering quality outcomes and improving the client experience, I have been exposed to a broad range of opportunities spanning strategic business reviews, research of and building new offers, cost to serve pricing reviews, designing service delivery, and whole business transformation projects. Throughout my career, I have developed robust communication skills and have experience delivering presentations at all levels including executive teams, senior leadership teams, staff, and direct to clients.My project management experience has helped to refine my collaboration and stakeholder engagement skills to enable the successful delivery of complex transformation projects. I am an approachable and open communicator with strong leadership skills and more than happy to roll up my sleeves and get the job done.

Listed skills include Wealth Management, Financial Services, Financial Advisory, Financial Planning, and 18 others.