Jeffrey Tha, Cfa  ☕

Jeffrey Tha, Cfa ☕ Email and Phone Number

Fintech | Investment Technology @ Samaya AI
Jeffrey Tha, Cfa ☕'s Location
San Francisco Bay Area, United States, United States
Jeffrey Tha, Cfa ☕'s Contact Details

Jeffrey Tha, Cfa ☕ personal email

n/a
About Jeffrey Tha, Cfa ☕

I'm passionate about solving complex problems and building businesses at the crossroads of tech and financial services.

Jeffrey Tha, Cfa ☕'s Current Company Details
Samaya AI

Samaya Ai

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Fintech | Investment Technology
Jeffrey Tha, Cfa ☕ Work Experience Details
  • Samaya Ai
    Partnerships & Sales
    Samaya Ai 2024 - Present
    Samaya AI leverages cutting-edge developments in AI and large language models to provide investment analysts with the leading platform for financial knowledge search and discovery.
  • Beagle
    Advisor
    Beagle 2024 - Present
    Los Altos, Ca, Us
  • Beagle
    Co-Founder, Cro
    Beagle 2021 - 2024
    Los Altos, Ca, Us
    Beagle created the 401(k) search category and has served over 3+ million users.
  • Seersite
    Advisor, Streetreader
    Seersite 2018 - 2019
    New York, Ny, Us
    Acquired by Seersite.
  • Glass, Lewis & Co.
    Co-Founder, Ceo Of Meetyl
    Glass, Lewis & Co. 2012 - 2018
    San Francisco, California, Us
    Corporate access and Corporate governance technology connecting 1k+ companies and 1k+ investment firms across 40 major financial centers. Acquired by Glass, Lewis & Co.
  • Abr Investment Strategy
    Managing Director
    Abr Investment Strategy 2010 - 2012
  • Fbr
    Vice President
    Fbr 2007 - 2010
    Arlington, Va, Us
  • Thomas-Lloyd Butler Capital Management
    Senior Equity Research Analyst
    Thomas-Lloyd Butler Capital Management 2003 - 2006
    Technology sector analyst at long/short hedge fund.
  • Jpmorgan Chase & Co.
    Associate Analyst
    Jpmorgan Chase & Co. 2000 - 2002
    New York, Ny, Us
    Applied Technologies sector analyst
  • Jpmorgan Chase & Co.
    Equity Research Associate
    Jpmorgan Chase & Co. 1998 - 2000
    New York, Ny, Us
    Applied Technologies sector

Jeffrey Tha, Cfa ☕ Skills

Chartered Financial Analyst Investments Financial Modeling Time Management Investment Banking Equities Equity Research Business Development Valuation Private Equity Alternative Investments Management Hedge Funds Corporate Development Portfolio Management Financial Analysis Capital Markets Entrepreneurship Start Ups Early Stage Investment Early Stage Companies

Jeffrey Tha, Cfa ☕ Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Economics

Frequently Asked Questions about Jeffrey Tha, Cfa ☕

What company does Jeffrey Tha, Cfa ☕ work for?

Jeffrey Tha, Cfa ☕ works for Samaya Ai

What is Jeffrey Tha, Cfa ☕'s role at the current company?

Jeffrey Tha, Cfa ☕'s current role is Fintech | Investment Technology.

What is Jeffrey Tha, Cfa ☕'s email address?

Jeffrey Tha, Cfa ☕'s email address is j.****@****roup.ru

What is Jeffrey Tha, Cfa ☕'s direct phone number?

Jeffrey Tha, Cfa ☕'s direct phone number is +141573*****

What schools did Jeffrey Tha, Cfa ☕ attend?

Jeffrey Tha, Cfa ☕ attended University Of California, Berkeley.

What are some of Jeffrey Tha, Cfa ☕'s interests?

Jeffrey Tha, Cfa ☕ has interest in Investing, Travelling, Emerging Technologies, Cycling, Running, Swimming, Golf.

What skills is Jeffrey Tha, Cfa ☕ known for?

Jeffrey Tha, Cfa ☕ has skills like Chartered Financial Analyst, Investments, Financial Modeling, Time Management, Investment Banking, Equities, Equity Research, Business Development, Valuation, Private Equity, Alternative Investments, Management.

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