Jeff Hooks
Sr. Vice President - Relationship Management and Client Experience at STP Investment Services | Greater Philadelphia
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Jeff Hooks serves as the Senior Vice President of Relationship Management and Client Experience at STP Investment Services, where he leverages his extensive background in the financial services industry to enhance client satisfaction and drive strategic growth. With a robust foundation in securities, investment advisory, and mutual funds, Jeff is adept at navigating the complexities of wealth management, ensuring that clients receive tailored investment strategies that align with their financial goals. His expertise extends to fixed income, equities, and derivatives, allowing him to provide comprehensive financial analysis and insights that empower clients to make informed decisions.
In his current role, Jeff is responsible for overseeing the overall client experience, focusing on building and maintaining strong relationships with clients through effective communication and personalized service. He leads key projects aimed at enhancing client engagement and streamlining operational processes, ensuring that STP Investment Services remains at the forefront of industry standards. His commitment to excellence is reflected in his ability to analyze market trends and develop innovative solutions that meet the evolving needs of clients.
Jeff's academic background, with a Bachelor of Business Administration in Business Economics and an emphasis in Accounting, complements his practical experience, equipping him with a unique perspective on financial management. As a holder of the Series 63 license, he is well-versed in securities regulation, further solidifying his credibility in the investment landscape. Through his leadership, Jeff Hooks continues to drive the mission of STP Investment Services, fostering a culture of client-centricity that prioritizes exceptional service and results.
Sr. Vice President - Relationship Management and Client Experience at STP Investment Services in May 2022 to Present
Sr. Vice President - Operations at STP Investment Services in September 2019 to May 2022
Director, Investment Manager Services at SEI in April 2016 to September 2019
Manager, Investment Manager Services at SEI in December 2012 to April 2016
AVP, Portfolio Administration Manager at Nuveen Investments in June 2004 to December 2012
Performance Analyst at Allianz Global Investors in March 2002 to May 2004
Portfolio Accountant at Nicholas Applegate in January 2000 to January 2002
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Investments
Mutual Funds
Fixed Income
Equities
Securities
Asset Management
Bloomberg
Asset Allocation
Wealth Management
Financial Services
Series 63
Trading
Investment Advisory
Asset Managment
Investment Strategies
Financial Analysis
Bonds
Banking
Derivatives
Microsoft Excel
Analysis
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Discover more about STP Investment ServicesWhat is Jeff Hooks email address?
Email Jeff Hooks at [email protected] and [email protected]. This email is the most updated Jeff Hooks email found in 2026.
What is Jeff Hooks phone number?
Jeff Hooks phone number is +18584499876 and +18584499877.
How to contact Jeff Hooks?
To contact Jeff Hooks send an email to [email protected] or [email protected]. If you want to call Jeff Hooks try calling on +18584499876 and +18584499877. (updated on November 04, 2024)
What is Jeff Hooks net worth?
Jeff Hooks has an estimated net worth of $750,000 to $999,999
What company does Jeff Hooks work for?
Jeff Hooks works for STP Investment Services
What is Jeff Hooks's role at STP Investment Services?
Jeff Hooks is Sr. Vice President - Relationship Management and Client Experience
What industry does Jeff Hooks work in?
Jeff Hooks works in the Financial Services industry.
Jeff Hooks Email Addresses
Jeff Hooks Phone Numbers
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