Jeff Halpern

Jeff Halpern Email and Phone Number

Deputy CRO, Chief Credit Officer and Head of Recovery Management - Non-Core and Legacy @ UBS
New York, NY, US
Jeff Halpern's Location
New York, New York, United States, United States
Jeff Halpern's Contact Details

Jeff Halpern personal email

n/a
About Jeff Halpern

Highly principled, senior risk management professional with deep experience in credit risk management, strategic planning, financial and operational management, digital transformation and equity and credit research. Successful team leader and manager with a proven track record of recruiting, training and mentoring high quality junior and senior talent. Direct experience working across diverse groups at very senior levels to deliver demonstrable, quantifiable results. Strong working relationships with regulators and external auditors.

Jeff Halpern's Current Company Details
UBS

Ubs

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Deputy CRO, Chief Credit Officer and Head of Recovery Management - Non-Core and Legacy
New York, NY, US
Website:
nyftyfitness.com
Employees:
28
Jeff Halpern Work Experience Details
  • Ubs
    Deputy Cro, Chief Credit Officer And Head Of Recovery Management - Non-Core And Legacy
    Ubs
    New York, Ny, Us
  • Ubs
    Deputy Cro, Chief Credit Officer & Head Of Recovery Management - Non-Core & Legacy
    Ubs Oct 2024 - Present
    Zurich, Ch
  • Ubs
    Managing Director & Deputy Chief Risk Officer - Non-Core & Legacy At Ubs
    Ubs Apr 2024 - Oct 2024
    Zurich, Ch
  • Ubs
    Managing Director & Chief Administrative Officer (Cao) - Non-Core & Legacy Cro
    Ubs Jul 2023 - Oct 2024
    Zurich, Ch
  • Credit Suisse
    Managing Director, Strategy, Transformation & Coo - Global Credit, Reputation & Sustainability Risk
    Credit Suisse Sep 2016 - Aug 2023
    Zurich, Ch
    Drive strategic planning, financial administration, human capital management, risk policy, controls, process change and numerous transformation initiatives for the Global Credit, Reputational, Sustainability and Climate (CRSC) Risk Management organization.
  • Credit Suisse
    Portfolio Management Group - Director Of Research
    Credit Suisse Jun 2010 - Sep 2016
    Zurich, Ch
    Managed a team of 20 analysts assessing the credit risk of CS' loan portfolio exposures and recommending appropriate risk and capital mitigation strategies to Group Head, Portfolio Managers, Corporate Lending and Credit Risk Management.
  • Home Hill Capital Advisors
    Managing Director And Strategic Advisor
    Home Hill Capital Advisors May 2008 - Jun 2010
    Provided strategic and financial advisory services to communications and technology companies. Analyzed market opportunities, provided strategic planning, orchestrated, structured and negotiated mergers and joint ventures, performed due diligence, and restructured and raised new capital. Home Hill’s clients spanned from Fortune 200 public companies to growth-stage private ventures.
  • Lehman Brothers
    Senior Vice President - Global Principal Strategies
    Lehman Brothers Jan 2007 - May 2008
    Us
    Supervised and provided a fundamental research overlay to Lehman Brothers’ Global Principal Strategies (GPS) Group, a $5+ billion dollar captive multi-strategy proprietary investing fund. Evaluated over 85 potential leveraged loan and private equity investment opportunities, recommended and structured long/short equity trades, maintained a Board seat on one of GPS' portfolio companies, and co-led the investment process and due diligence for a take-private transaction of another.
  • Sanford C. Bernstein & Co.
    Senior Sell Side Equity Research Analyst - Telecommunications
    Sanford C. Bernstein & Co. Jul 1998 - Jan 2007
    Developed and presented investment theses to institutional analysts, portfolio managers and company executives worldwide. Became highly ranked and well-recognized industry expert.Institutional Investor - #2 - All American Research TeamBloomberg Markets - #1 - Top Sector Stock Picking, Telecom ServicesWall Street Journal - #2 - Best of Wall Street Survey, Top Sector Stock PickingGreenwich Associates – #1 - Best Financial Analyses and most useful valuation frameworks
  • Telcordia Technologies (Formerly Bell Communication Research)
    Regional Director
    Telcordia Technologies (Formerly Bell Communication Research) 1997 - 1998
    Bridgewater, New Jersey, Us
    Founding member of BellCore's Financial Solutions Consulting practice. Provided strategic guidance to senior finance executives of leading telecommunications carriers worldwide. Among business development successes were engagements for two of Europe’’s largest incumbent telecommunication service providers and South Korea’’s first competitive local exchange carrier.
  • Woodard Furniture
    Corporate Turnaround Generalist
    Woodard Furniture 1995 - 1997
    Hired to work with the CEO and CFO of this $50MM privately-held manufacturing concern to turnaround the company. Founded National Accounts sales, marketing and management organization resulting in growth of recurring revenue from $100K to over $6.5MM in less than 12 months. Directed quality control initiatives with plant and line managers at three manufacturing facilities. Efforts directly contributed over $1MM to profitability in 18 months.

Jeff Halpern Skills

Equity Research Mergers Capital Markets Strategy Due Diligence Portfolio Management Investments Hedge Funds Business Strategy Business Development Bloomberg Restructuring Analysis Financial Services Financial Modeling Private Equity Valuation Telecommunications Investment Banking Mergers And Acquisitions Equities Corporate Development Emerging Markets Alternative Investments Equity Valuation Venture Capital Corporate Finance Lbo Credit Risk

Jeff Halpern Education Details

  • The Tuck School Of Business At Dartmouth
    The Tuck School Of Business At Dartmouth
    Business
  • Dartmouth College
    Dartmouth College
    Ab

Frequently Asked Questions about Jeff Halpern

What company does Jeff Halpern work for?

Jeff Halpern works for Ubs

What is Jeff Halpern's role at the current company?

Jeff Halpern's current role is Deputy CRO, Chief Credit Officer and Head of Recovery Management - Non-Core and Legacy.

What is Jeff Halpern's email address?

Jeff Halpern's email address is je****@****sse.com

What is Jeff Halpern's direct phone number?

Jeff Halpern's direct phone number is +121253*****

What schools did Jeff Halpern attend?

Jeff Halpern attended The Tuck School Of Business At Dartmouth, Dartmouth College.

What skills is Jeff Halpern known for?

Jeff Halpern has skills like Equity Research, Mergers, Capital Markets, Strategy, Due Diligence, Portfolio Management, Investments, Hedge Funds, Business Strategy, Business Development, Bloomberg, Restructuring.

Who are Jeff Halpern's colleagues?

Jeff Halpern's colleagues are Ethan Harro, Flloyd Rewa.

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