Jeffery Peters

Background

About Jeffery Peters

Experienced professional who possesses a comprehensive background in business development, financial management services and client service. Outgoing, trusted, service-focused partner with established cross-functional organizational relationships. Credible, knowledgeable and articulate speaker and presenter; successful at communicating business vision. Strategic planner with ability to incorporate critical thinking into executable business decisions. Business Partner: Proven team player with effective ability to engage, consult and collaborate with global internal and external business units, including operations, custody, risk, compliance, legal, research, sales and marketing, distribution, treasury funding desks, and various information technology areas. Client Engagement: Effectively and concisely communicate business strategy and product capabilities. Initiated and maintained senior client relationships with large institutional clients globally. Team Leader: Promoted an interactive, empowered, diverse and collaborative work environment. Mentored junior colleagues, provided guidance, defined individual career objectives, set division goals and monitored progress. Management: Lead teams and executed senior management initiatives. Able to learn quickly, think abstractly, adapt to changing business and regulatory environments and implement change. Areas of expertise: Financial Management Services | Relationship Management | Business Development | Cash Management | Securities Lending | Fixed Income | Liquidity Management | Money Markets | Portfolio Management