Jeff Benfield
Albridge, an affiliate of Pershing, a BNY Mellon company
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Expert In: Performance Reporting and Operations Management
Latest articles
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The Dynamic Evolution of Business Planning for Investment Professionals
The typical business planning cycle can take 10 to 20 hours per year—or more. What's the "ROI" for this time commitment? In truth, few investment professionals have an answer.
Biography
Jeffrey Benfield is an Assistant Vice President and Product Manager for Albridge, an affiliate of Pershing, a BNY Mellon company. Mr. Benfield is responsible for the onboarding, training, adoption and utilization of the Albridge Wealth Reporting application. He also has additional product management responsibilities including marketing information and supporting other internal teams.
Prior to joining Albridge in 2009, Mr. Benfield was a financial consultant at Karr-Barth Associates, a division of AXA Advisors. Prior to that, he completed an investment internship at UBS. Mr. Benfield is a member of the Financial Planning Association, the National Association of Insurance and Financial Advisors, and the National Association of Personal Financial Advisors.
Mr. Benfield has a Bachelor of Science degree in Marketing from Lehigh University and a Master of Business Administration degree in Finance from Texas A & M University.
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