Charles (Chip) M.

Charles (Chip) M.

Vice President @ Jefferies

About Charles (Chip) M.

Charles (Chip) M. is the Vice President at Jefferies, with a background in finance and accounting.

Current Position at Jefferies

Charles (Chip) M. currently holds the position of Vice President at Jefferies, where he has been employed since 2021. He works in New York, New York, United States. In his role, he contributes to the firm's strategic financial decisions and oversees various financial operations.

Former Role at JBT Corporation

Prior to his current position, Charles worked at JBT Corporation. He served as a Finance Business Partner for 10 months in 2021 and as a Plant Controller for 6 months from 2020 to 2021 in Kingston, New York, United States. His roles included managing plant operations and financial planning.

Previous Experience at Jefferies

Charles has extensive experience at Jefferies. Before becoming Vice President, he worked as an Assistant Vice President from 2017 to 2020, and as an Associate from 2014 to 2017. During these periods, he was based in New York, NY, and contributed to various financial projects and client engagements.

Accounting Experience at AmerisourceBergen and Isdaner & Company

Charles has a strong background in accounting, having worked as a Senior Accountant at AmerisourceBergen from 2012 to 2014 in Chesterbrook, PA, and at Isdaner & Company, LLC from 2007 to 2012 in Bala Cynwyd, PA. His responsibilities included financial reporting, auditing, and ensuring compliance with accounting standards.

Education and Degree in Accounting

Charles completed his education at Millersville University of Pennsylvania, earning a Bachelor of Science (B.S.) in Accounting. He studied there from 2003 to 2007. Prior to that, he attended Garnet Valley High School from 1999 to 2003.

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