Jeff Piwnicki Email & Phone Number

Greater Chicago Area

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Greater Chicago Area

• Trained a 1,000+ workforce of Financial Advisors & Private Wealth Advisors in portfolio optimization and quantitative research tools.• Managed a team of 8 Technology Training Associates responsible for training of 1,500 employees in the Midwest Division during the technology and operations integration of Morgan Stanley and Smith Barney.• Worked with senior management to develop and implement strategies that drive revenue growth, meet recruiting goals, reduce expenses and minimize risk exposure.

Greater Chicago Area