Jeffrey Root

Q: What is Jeffrey Root email address?

Email Jeffrey Root at jeffreylroot@gmail.com. This email is the most updated Jeffrey Root email found in 2026.

Q: How to contact Jeffrey Root?

To contact Jeffrey Root send an email to jeffreylroot@gmail.com. (updated on October 31, 2024)

Director - Business Intelligence at New Penn Financial, LLC | Philadelphia, Pennsylvania, United States

About Jeffrey Root

As the Director of Business Intelligence at New Penn Financial, LLC, Jeffrey Root leverages his extensive expertise in analytics to drive operational excellence and strategic decision-making within the organization. With a strong background in innovative reporting and process improvement, Jeffrey has successfully constructed comprehensive Enterprise Portfolio reporting surveillance that provides critical insights into the company's product, credit, and purpose mixes. This initiative not only enhances transparency but also empowers stakeholders to make informed decisions based on real-time data.

In collaboration with the Director of Margin Management, Jeffrey has integrated margin metrics into various reporting efforts, ensuring that financial performance is closely monitored and optimized. His technical acumen is further demonstrated through his enhancements to the MSAccess database, which have streamlined trading processes for the Capital Markets Trading team, significantly improving efficiency and accuracy in trading operations.

Jeffrey's role extends beyond analytics; he plays a vital part in supporting the Finance team with month-end reconciliations, ensuring that financial statements are accurate and reflective of the company's performance. His proficiency in tools such as Microsoft Excel and SQL Server Management Studio, combined with his strategic foresight in forecasting and analysis, positions him as a key player in New Penn Financial's commitment to continuous improvement and operational excellence.

With a keen eye for identifying areas of improvement, Jeffrey Root embodies the principle of bringing order to chaos, making him an invaluable asset in navigating the complexities of the financial landscape. His leadership in loss mitigation and fraud prevention further underscores his dedication to safeguarding the company’s interests while fostering a culture of data-driven decision-making.

Jeffrey Root Work