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Jeffrey W. Browne Email & Phone Number

Chief Financial Officer, CFO at The California Endowment
Location: Greater Boston, United States 6 work roles 1 school
1 work email found @ascensus.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@ascensus.com
LinkedIn Profile matched
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Current company
Role
Chief Financial Officer, CFO
Location
Greater Boston, United States
Company size

Who is Jeffrey W. Browne? Overview

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Quick answer

Jeffrey W. Browne is listed as Chief Financial Officer, CFO at The California Endowment, a with 197 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at ascensus.com and a matched LinkedIn profile for Jeffrey W. Browne.

Jeffrey W. Browne previously worked as Sr. Client Relationshp Administrator at Ascensus and Director, Client Experience Delivery at Financial Engines. Jeffrey W. Browne holds Bachelor'S Degree, Business Administration And Management, General from West Virginia University.

Company email context

Email format at The California Endowment

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jbrowne@ascensus.com
76% confidence

AeroLeads found 1 current-domain work email signal for Jeffrey W. Browne. Compare company email patterns before reaching out.

Profile bio

About Jeffrey W. Browne

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

Listed skills include Financial Services, Retirement Planning, Investments, Mutual Funds, and 17 others.

Current workplace

Jeffrey W. Browne's current company

Company context helps verify the profile and gives searchers a useful next step.

The California Endowment
The California Endowment
Chief Financial Officer, CFO
United States
Website
Employees
197
AeroLeads page
6 roles

Jeffrey W. Browne work experience

A career timeline built from the work history available for this profile.

Sr. Client Relationshp Administrator

Current

Newton, Massachusetts, United States

Jan 2020 - Present

Director, Client Experience Delivery

Greater Boston Area

Responsible 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.

Oct 2015 - Mar 2017

Sr. Manager, Investor Services

Greater Boston Area

Delivered 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.

Dec 2009 - Sep 2015

Manager, Investor Services

Managed a team of 10 Investment Advisor Representatives coached/mentored team and drove business growth strategies that consistently exceeded both financial and activity based targets

Jan 2006 - Dec 2009

Sr. Investment Advisor Representative

Palo Alto, Ca

Jan 2004 - Jan 2006
Team & coworkers

Colleagues at The California Endowment

Other employees you can reach at calendow.org. View company contacts for 197 employees →

1 education record

Jeffrey W. Browne education

FAQ

Frequently asked questions about Jeffrey W. Browne

Quick answers generated from the profile data available on this page.

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 California Endowment?

Jeffrey W. Browne is listed as Chief Financial Officer, CFO at The California Endowment.

What is Jeffrey W. Browne's email address?

AeroLeads has found 1 work email signal at @ascensus.com for Jeffrey W. Browne at The California Endowment.

Where is Jeffrey W. Browne based?

Jeffrey W. Browne is based in Greater Boston, United States while working with The California Endowment.

What companies has Jeffrey W. Browne worked for?

Jeffrey W. Browne has worked for The California Endowment, Ascensus, and Financial Engines.

Who are Jeffrey W. Browne's colleagues at The California Endowment?

Jeffrey W. Browne's colleagues at The California Endowment include Ozzy Lira, Lizbeth Judith Gomez, Mpa, Castle Redmond, Hannah Sarnoff, and Sara Leong.

How can I contact Jeffrey W. Browne?

You can use AeroLeads to view verified contact signals for Jeffrey W. Browne at The California Endowment, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey W. Browne attend?

Jeffrey W. Browne holds Bachelor'S Degree, Business Administration And Management, General from West Virginia University.

What skills is Jeffrey W. Browne known for?

Jeffrey W. Browne is listed with skills including Financial Services, Retirement Planning, Investments, Mutual Funds, Strategy, Management, Asset Allocation, and Retirement.

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