Financial Advisor
Current
Apr 2021 - Present
AeroLeads people directory · profile
Jerry Breen Email & Phone Number
Financial Advisor at Edward Jones
at
Edward Jones
2 work emails found
@lewtan.com
5 phones found area 617, 781, and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Edward Jones
Location
Greater Boston, United States
Who is Jerry Breen? Overview
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Quick answer
Jerry Breen is listed as Financial Advisor at Edward Jones at Edward Jones, based in Greater Boston, United States. AeroLeads shows a work email signal at lewtan.com, phone signal with area code 617, 781, 212, and a matched LinkedIn profile for Jerry Breen.
Jerry Breen previously worked as Financial Advisor at Edward Jones and Financial Advisor at Baystate Financial. Jerry Breen holds Bachelor’S Degree, Economics from University Of Massachusetts Dartmouth.
Company email context
Email format at Edward Jones
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{first_initial}{last}@lewtan.com
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AeroLeads found 2 current-domain work email signals for Jerry Breen. Compare company email patterns before reaching out.
Profile bio
About Jerry Breen
Preparing for that next step in life isn’t always easy and you should not go it alone. My combination of experience, professionalism and access to a wide variety of products and services can help you meet all your financial goals and protect your family and/or business. Whether your goals include milestone life events like investing for retirement, paying for college, buying a home, or maybe simply looking for protection in the form of life, disability or long-term care insurance, I promise you a new level of attention, insight and expertise. Please contact me to discuss any financial goals or questions you might have, and take the first step to a more secure financial future!-Jerry978-635-1525gerald.breen@edwardjones.com/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Securitization, Product Management, Capital Markets, Financial Services, and 25 others.
Current workplace
Jerry Breen's current company
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11 roles · 40 years
Jerry Breen work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jan 2017 - Apr 2021
Director Of Financial Engineering
Owner of a suite of products for bond issuers and investors for managing, analyzing and reporting on a portfolio of asset-backed and mortgage-backed securities. Coordinate the composition of functional specifications, user stories, development deliverables, QA testing, documentation and training materials for all product releases.Marketing Communications - Author of Product Roadmap, Product Calendar, Product Strategy and Communication Calendar, in collaboration with user community and key internal departments (sales, marketing, professional services, client services).Customer Relations Management - Executive sponsor for Tier 1 clients to ensure customer satisfaction across all products and services. Served as point person for initial project estimation, escalation for issues post-delivery, and identification of cross-departmental sales opportunities within the organization. Technical Sales Support - Support global sales organization as subject matter expert for deep-dive product demonstrations and technical design proposals.Change Management and Innovation - Integrate client-driven feature requests into a strategic roadmap and lead product steering committee in decision making.
Apr 2015 - Jan 2017
Director Of Product Management
Business Development - Leader of biz dev efforts for data mining and analytics products marketed to institutional investors of structured finance instruments. Identified, negotiated and implemented cross-product and revenue-sharing initiatives in the area of cash-flow modeling, data analytics, bulk data delivery, loan and bond pricing data feeds and content management.Product and User Experience (UX) Design - research and design web-based data delivery and investor relations websites for banks with a focus on auto loans, credit cards, student loans, residential and commercial mortgage-backed transactions.Strategic Alliances - Enhance existing investor product suite to create a customized data repository and analytics solution to support compliance changes in response to Basel regulatory framework for the European securitization market.Compliance and Regulatory Initiatives - Research and interpret global regulatory and compliance proposals for capital markets for issuers and investors, leading to new product offerings and enhanced credit risk management modules.
Nov 2013 - Apr 2015
Vice President - Business Delivery
Strategic Planning - Own the strategic and commercial aspects of product strategy, feature roadmap, commercial product design and rollout, partner relationships, design standards and user experience. Work closely with engineering, professional services, sales and marketing to ensure products meet or exceed customers’ expectations and remain on the cutting edge of market demand. Sales & Marketing - Assist sales and marketing with proposal development, demonstrations, objection handling, press releases and other marketing collateral.Partner with senior management to define and execute strategic product priorities.Identify and develop partner opportunities and maintain existing partner relationships.Collaborate closely with clients and Professional Services team to gather and prioritize customer requirements, synthesize market data, and help define product vision.Foster relationships with C-Suite executives as liaison to senior management, sales, client services and professional services departments in selling the global strategy.Demonstrate strong analytical and critical thinking skills and a detail oriented approach to resolving complex financial problems. Consistently deliver on-time, high quality software releases across multiple product lines on a quarterly schedule. Design and develop software in an Agile environment, performing market research and authoring detailed technical analysis, user stories and functional specifications while driving software development projects to closure.Manage and develop staff, providing subject matter expertise, leadership and oversight in support of daily product and project management tasks.
Jan 2012 - Nov 2013
Director Of Product Management
Provided product and project management expertise in developing and rolling out a proprietary data collection workflow system (automated the sourcing, collection, validation and publication) serving as the backbone for four subscription based web applications targeting institutional investors. Subject matter expert working with global Sales organization for in-depth analysis to identify customer requirements design customized workflow solutions.
Jan 2004 - Jan 2012
Product Manager
P&L ownership, daily operations and product strategy for web-based investor platform for data, analytics and reporting for asset-backed, mortgage-backed and CDO transactions in the securitization market. Developed and integrated multiple cashflow projection engines providing investors with advanced analytics tool for monitoring and credit stress-testing portfolios of fixed income securities.
Feb 1999 - Jan 2004
Professional Services Consultant
Jan 1996 - Jan 1999
Senior Investment Product Analyst
Responsible for the analysis and design necessary to modify global performance measurement system to satisfy client needs and deliver industry mandated enhancements.Authored project charters, design specifications and user-acceptance test plans for integration projects necessary to convert institutional investor clients to target systems.
1994 - 1996
~2 yrs
Implementation Consultant
Managed the implementation of database conversions for institutions to the Series11 trust accounting system.Conducted all on-site training in areas of trust operations and administration in the course of the conversion process, including authoring of all training materials.
1989 - 1994
~5 yrs
Account Controller
1987 - 1989
~2 yrs
1 education record
Jerry Breen education
-
University Of Massachusetts Dartmouth
FAQ
Frequently asked questions about Jerry Breen
Quick answers generated from the profile data available on this page.
What company does Jerry Breen work for?
Jerry Breen works for Edward Jones.
What is Jerry Breen's role at Edward Jones?
Jerry Breen is listed as Financial Advisor at Edward Jones at Edward Jones.
What is Jerry Breen's email address?
AeroLeads has found 2 work email signals at @lewtan.com for Jerry Breen at Edward Jones.
What is Jerry Breen's phone number?
AeroLeads has found 5 phone signal(s) with area code 617, 781, 212 for Jerry Breen at Edward Jones.
Where is Jerry Breen based?
Jerry Breen is based in Greater Boston, United States while working with Edward Jones.
What companies has Jerry Breen worked for?
Jerry Breen has worked for Edward Jones, Baystate Financial, Moody'S Analytics, Lewtan, and Mellon.
How can I contact Jerry Breen?
You can use AeroLeads to view verified contact signals for Jerry Breen at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Jerry Breen attend?
Jerry Breen holds Bachelor’S Degree, Economics from University Of Massachusetts Dartmouth.
What skills is Jerry Breen known for?
Jerry Breen is listed with skills including Securitization, Product Management, Capital Markets, Financial Services, Product Marketing, Software Development, Product Design, and Abs.
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