Jeffrey W. Browne Email and Phone Number
Jeffrey W. Browne work email
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Jeffrey W. Browne personal email
An execution-focused leader with a consistent history of developing relationships and leading high-performing teams through setting realistic expectations and communicating clear strategy and goals. Proven experience in integrating people, process, and technology to deliver client focused solutions, based on customer needs. Successful client manager, targeting both retail and institutional clients, committed to cultivating strategic relationships in a results-oriented environment. • Relationship Management• Cross-Functional Leadership• Talent Management / Coaching• Customer Experience Evangelist • Financial Wellness Programs• Conflict Resolution • Participant Communication Education• Omnichannel Contact Center Leadership
The California Endowment
View- Website:
- calendow.org
- Employees:
- 197
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Chief Financial Officer, CfoThe California EndowmentUnited States
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Sr. Client Relationshp AdministratorAscensus Jan 2020 - PresentNewton, Massachusetts, United States -
Director, Client Experience DeliveryFinancial Engines Oct 2015 - Mar 2017Greater Boston AreaResponsible for cross-selling add on financial wellness services and maintaining relationships with Sponsors ranging from $100 Million in plan assets to $50 Billion in plan assets. -
Sr. Manager, Investor ServicesFinancial Engines Dec 2009 - Sep 2015Greater Boston AreaDelivered strategy, leadership and coaching for omnichannel Advisor teams, including 4 managers and 36 Advisor Representatives, focusing on Managed Account/financial wellness education and solutions. Led customer experience strategy as well as product innovation to secure new business, decrease attrition and increase cross-sell opportunity.
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Manager, Investor ServicesFinancial Engines Jan 2006 - Dec 2009Managed a team of 10 Investment Advisor Representatives coached/mentored team and drove business growth strategies that consistently exceeded both financial and activity based targets
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Sr. Investment Advisor RepresentativeFinancial Engines Jan 2004 - Jan 2006Palo Alto, Ca
Jeffrey W. Browne Skills
Jeffrey W. Browne Education Details
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Business Administration And Management, General
Frequently Asked Questions about Jeffrey W. Browne
What company does Jeffrey W. Browne work for?
Jeffrey W. Browne works for The California Endowment
What is Jeffrey W. Browne's role at the current company?
Jeffrey W. Browne's current role is Chief Financial Officer, CFO.
What is Jeffrey W. Browne's email address?
Jeffrey W. Browne's email address is jb****@****nes.com
What schools did Jeffrey W. Browne attend?
Jeffrey W. Browne attended West Virginia University.
What are some of Jeffrey W. Browne's interests?
Jeffrey W. Browne has interest in Environment.
What skills is Jeffrey W. Browne known for?
Jeffrey W. Browne has skills like Financial Services, Retirement Planning, Investments, Mutual Funds, Strategy, Management, Asset Allocation, Retirement, 401k, Investment Advisory, 401 Retirement Savings Plans, Series 7.
Who are Jeffrey W. Browne's colleagues?
Jeffrey W. Browne's colleagues are Roberto Antuna, Judith Gomez, Herbert Schwentner, Diane Aranda, Kurt Chilcott, Marisol Aviña, Sandra Davis.
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