Jeff Hodge, Director - Client Implementations at BNY Pershing

Jeff Hodge

Director - Client Implementations at BNY Pershing | Lake Mary, Florida, United States

Profile last verified July 2026
Financial Services Verified Profile Lake Mary, Florida, United States University of Iowa
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Jeff Hodge Socials
Jeff Hodge Work Experience

Director - Client Implementations at BNY Pershing in December 2020 - Present

Vice President - Transition Account Manager at BNY Pershing in December 2015 - December 2020

Assistant Vice President - Transition Account Manager at BNY Pershing in June 2011 - November 2015

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Clearance Services - Senior Client Service Associate at BNY Pershing in September 2008 - June 2011

Financial Service Represenative at SunTrust Bank in January 2008 - September 2008

Financial Advisor at Edward Jones in January 2007 - November 2007

Jeff Hodge Education

University of Iowa

Jeff Hodge Skills
Business Transformation Project Management Registered Investment Advisor PMP Manage Client Relationships Securities Fixed Income Equities Wealth Management Insurance Retirement Planning Investments Pricing Financial Analysis Mutual Funds Strategic Financial Planning Financial Modeling Bloomberg Customer Service Yellow Belt Solution Implementation Prime Brokerage Financial Institutions DTC Process Improvement RIA Broker Protocol Trust Services Agile Methodologies Agile Project Management Problem Solving Strategic Thinking
About Jeff Hodge’s Current Company
BNY Pershing

BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. BNY Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, BNY Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally.

Discover more about BNY Pershing
Jeff Hodge’s Colleagues
Adam Stolz

Adam Stolz

Greater Chicago Area

Director of Strategic Growth at Modern Life, Revolutionizing the Life Insurance Industry

Director of Strategic Growth at Modern Life
(October 2024 – Present)

Ferian Nickelson

Ferian Nickelson

Greater Chicago Area

Chief Operating Officer | Growth Leader | Wealth Management & Financial Services | Strategy & Implementation | Scale | Product Management

Chief Operating Officer at VestGen Wealth Partners
(November 2024 – Present)

Evan Lahuta

Evan Lahuta

New York City Metropolitan Area

Wealth Management Executive | Driving Operational Transformation, Strategic Technology Integration, & Exceptional Client Experiences | Growth-Oriented Financial Leader

Head of Service Experience, Managing Director at BNY Pershing
(September 2021 – Present)

Ron Hooey

Ron Hooey

New York City Metropolitan Area

Head of Client Execution Quality and Order Flow

Head of Client Execution Quality and Order Flow at BNY Mellon | Pershing
(January 2023 – Present)

Joseph Loria

Joseph Loria

Basking Ridge, New Jersey, United States

Managing Director | Client Enablement

Managing Director | Head of Client Enablement at BNY Pershing
(April 2025 – Present)

Larry Gratch

Larry Gratch

Charlotte Metro

Financial Services Professional

Vice President of Business Development at Fidelity Investments
(December 2024 – Present)

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Frequently asked questions about Jeff Hodge

What is Jeff Hodge email address?

Email Jeff Hodge at [email protected] and [email protected]. This email is the most updated Jeff Hodge's email found in 2026.

What is Jeff Hodge phone number?

Jeff Hodge phone number is +1.4079028298 and 4077487713.

How to contact Jeff Hodge?

To contact Jeff Hodge send an email to [email protected] or [email protected]. If you want to call Jeff Hodge try calling on +1.4079028298 and 4077487713.

What company does Jeff Hodge work for?

Jeff Hodge works for BNY Pershing.

What is Jeff Hodge's role at BNY Pershing?

Jeff Hodge is Director - Client Implementations

What industry does Jeff Hodge work in?

Jeff Hodge works in the Financial Services industry.

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