Jeffrey Sheftic
Vice President, Broker Dealer Operations/Chief Operations Officer at Lincoln Financial Group | New York, New York, United States
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Vice President, Broker Dealer Operations/Chief Operations Officer at Lincoln Financial Group in August 2018 to Present
Senior Vice President - Investment Operations at Capital One in September 2016 to August 2018
Independent Consultant at InterPares Partners in August 2015 to September 2016
Vice President, Investment Operations at Prudential Financial in January 2012 to July 2015
Vice President, Broker Dealer Operations at Charles Schwab in January 2006 to January 2012
Director of Operations at ADP Clearing & Outsourcing Services, Inc. in January 2000 to January 2006
Vice President, Corporate Operations at Credit Suisse in January 1998 to January 2000
Director (Promoted from Manager) at Fidelity Investments in January 1993 to January 1998
Assistant Vice President/Supervisor/Management Trainee at Kemper Clearing Corporation, Inc. in January 1988 to January 1993
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Equities
Securities
Fixed Income
Financial Services
Series 7
Mutual Funds
Investments
Options
Risk Management
FINRA
Series 63
Back Office
Strategy
Financial Markets
Business Strategy
Capital Markets
Executive Management
Operations Management
Hedge Funds
Asset Management
Vendor Management
Project Management
Wealth Management
Series 24
Change Management
Derivatives
Project Planning
Budgets
Business Relationship Management
Budget Management
Legal Compliance
Organizational Change
Project Delivery
Change Leadership
Project Execution
Project Implementation
Retail Brokerage
Business Reorganizations
Operational Planning
Organizational Leadership
series 27
Regulatory Requirements
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Discover more about Lincoln Financial GroupWhat is Jeffrey Sheftic email address?
Email Jeffrey Sheftic at [email protected] and [email protected]. This email is the most updated Jeffrey Sheftic's email found in 2025.
What is Jeffrey Sheftic phone number?
Jeffrey Sheftic phone number is 201 424 0242.
How to contact Jeffrey Sheftic?
To contact Jeffrey Sheftic send an email to [email protected] or [email protected]. If you want to call Jeffrey Sheftic try calling on 201 424 0242.
What company does Jeffrey Sheftic work for?
Jeffrey Sheftic works for Lincoln Financial Group
What is Jeffrey Sheftic's role at Lincoln Financial Group?
Jeffrey Sheftic is Vice President, Broker Dealer Operations/Chief Operations Officer
What industry does Jeffrey Sheftic work in?
Jeffrey Sheftic works in the Financial Services industry.
Jeffrey Sheftic Email Addresses
Jeffrey Sheftic Phone Numbers
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