Jeffrey Dietz, Cfa
About Jeffrey Dietz, Cfa
Jeffrey Dietz, CFA, serves as the Operating Model Lead at Chase in Arizona, a position he has held since 2019. He has a background in finance and sports, having previously worked at Fidelity Investments and played for the Arizona Diamondbacks.
Current Role at Chase
Jeffrey Dietz serves as the Operating Model Lead at Chase, a position he has held since 2019. In this role, he is responsible for overseeing operational strategies and enhancing efficiency within the organization. His work focuses on optimizing processes to improve service delivery and client satisfaction. Based in Arizona, Dietz has contributed to various initiatives aimed at streamlining operations and aligning them with the company's strategic goals.
Previous Experience at Fidelity Investments
Prior to his current role, Jeffrey Dietz worked at Fidelity Investments as a Financial Representative from 2011 to 2013. During his two years at Fidelity, he engaged with clients to provide financial guidance and support. His responsibilities included assisting clients in understanding investment options and managing their portfolios, which helped him develop a strong foundation in financial services.
Professional Background in Sports
Before entering the financial services industry, Jeffrey Dietz played for the Arizona Diamondbacks from 2007 to 2011. His four-year tenure as a player provided him with valuable experiences in teamwork, discipline, and performance under pressure. This background in professional sports has contributed to his leadership skills and ability to work collaboratively in high-stakes environments.
Educational Background
Jeffrey Dietz completed his high school education at Lake Brantley High School, earning his High School Diploma from 2000 to 2004. He then attended Brown University, where he studied Political Science and obtained a Bachelor of Arts degree from 2004 to 2010. His education has equipped him with critical thinking and analytical skills, which he applies in his professional roles.