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Jeff joined Morgan Stanley in February 2014. During his tenure at Morgan Stanley, he was responsible for the buildout of the Client Reporting system and the rollout of new daily calculation methodology. Jeff leads Client Reporting Strategy which encompasses Client Reporting and Client Statements.
Prior to joining Morgan Stanley, Jeff led Performance Reporting efforts and strategy related to the conversion of multiple performance platforms and the rollouts of a client reporting tool for Financial Advisors at a prior firm.
Jeff holds an MBA in Finance from LaSalle University and is a Certified Investment Management Analyst (CIMA).
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