Since 2004, Jeff Ulness has been working in Epoch Investment Partners. This professional is a qualified Managing Director, Sub-advisory Relations with over 34 years of work experience. According to Jeff's CV and work profile, Jeff Ulness has worked at more than nine places with diverse backgrounds and got various skills. Jeff attended school at the Georgetown University Law Center from 1986 to 1988. Jeff Ulness can be found in New York, New York – where this person is currently located. You can search for the person's email address and phone. We can also provide you with additional contact information upon request.
Name variants:
Geoffrey Ulness,
Jefferson Ulness,
Jeffrey Ulness
Last updated May 24, 2024
Contact Information
Workplace
Managing Director, Sub-advisory Relations
New York, NY
Industry
Investment Management, Open-End Management Investment, Misc Intermediation
Colleagues
Work History
Managing Director, Sub-advisory Relations
Responsible for developing and implementing a Nationwide sales and marketing strategy for Epoch’s investment services to third parties, with a primary focus on sub-advisory, private bank and...
from Aug 2004
Managing Director
Responsible for developing and implementing a Nationwide sales and marketing strategy for ForstmannLeff’s investment services to third parties, with a primary focus on sub-advisory, private ...
May 2003 — Aug 2004
MD, Co-Head of the Financial Institutions Group and the Director of Sales for Third Party Dist.
I was Head of the Financial Institutions Sales Team responsible for developing and implementing sales and marketing strategies for Dutsche Asset Management's investment services to third par...
Jan 2002 — Apr 2003
VP, Head of Asset Management Product Development
As Head of Asset Management Product Development, responsibilities included all development activities involving the company's mutual fund platforms. Initiated and managed product developmen...
Jul 1994 — Jan 2002
VP, Securities Counsel
I was senior in-house attorney with primary responsibility for all legal matters relating to the Company's insurance and investment products. Specific responsibilities included advising sen...
Jul 1994 — Aug 1997
Securities Counsel
Senior Securities Law attorney responsible for all legal matters relating to the Company's two investment platforms, the underlying fund for the Company's variable insurance products and the...
Feb 1991 — Jul 1994
Associate, Securities Regulation
Responsible for investment company and variable insurance product regulatory matters, general securities matters, insurance and reinsurance antitrust, general corporate matters including dra...
Jan 1990 — Feb 1991
Captain, Retired
I was Honorably Discharge from Army National Guard as a Captain. I served 13-plus years, the majority in a leadership capacity as an officer in the Medical Service Corps and Engineer Corps.
1977 — 1991
Attorney, Division of Investment Management
Responsible for review of applications for exemptive relief under the IC Act and requests for no-action relief under the Federal Securities Laws. Also responsible for providing analysis of ...
Aug 1986 — Dec 1989
Education
1986 — 1988
1984 — 1986
1979 — 1982
1976 — 1978
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Counselor
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor
FAQs about Jeff Ulness
What's the main profession of Jeff Ulness?
The expert is a Managing Director, Sub-advisory Relations.
What jobs is Jeff a professional at?
Jeff Ulness is proficient at such jobs as Executive and Chief Executive Officer.
Where does Jeff Ulness currently live?
New York, New York is the place where Jeff Ulness currently lives
Where did Jeff Ulness work?
This expert worked at Epoch Investment Partners, ForstmannLeff.
Where has Jeff Ulness studied?
Jeff studied at the Georgetown University Law Center from 1986 to 1988.
Are there any special industries, that Jeff Ulness is connected to?
This person works in Financial Services industry.