Gilbert Jeffries

Associate, International Equities (Technology Development)

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New York City Metropolitan Area

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Timeline
About me
Managing Director, Compliance & Operational Risk Executive, at Bank of America
Education
- New York University, Stern School of Business
  1991 - 1993
  MBA Finance
  Graduated with Honors. Beta Gamma Sigma Honor Society.
- Emory University - Goizueta Business School
  1983 - 1987
  BBA Finance
  Graduated with High Distinction. Beta Gamma Sigma Honor Society. Gamma Beta Phi Honor Society.
Experience
- Morgan Stanley
  Aug 1987 - Jul 1991
  Associate, International Equities (Technology Development)
- Merrill Lynch
  Aug 1993 - Feb 2004
  - Director, Investment Banking
    May 1998 - Feb 2004
  - Vice President, Investment Banking
    Aug 1995 - May 1998
  - Associate, Finance (Management Rotation Program)
    Aug 1993 - Aug 1995
- Morgan Stanley
  Feb 2005 - Feb 2012
  - Executive Director, Legal and Compliance Division, eLearning Strategy
    Sept 2011 - Feb 2012
  - Executive Director, Legal and Compliance Division, Global Head of eCommunications Surveillance
    Oct 2007 - Jan 2012
  - Executive Director, Legal and Compliance Division, Compliance Management
    Feb 2005 - Jan 2012
- Thomson Reuters
  Feb 2012 - Jan 2015
  - Global Head of Board Solutions
    Jan 2014 - Jan 2015
  - Global Head of Strategic Planning and Operations, Enterprise Risk Management
    Feb 2012 - Jan 2015
- Bank of America
  May 2015 - now
  Managing Director, Compliance and Operational Risk Executive, Global Banking & Markets
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Series 63
  Financial Industry Regulatory Authority (FINRA)