Curt Roberts
About Curt Roberts
Curt Roberts is the CRM Change Manager for Investment Banking at Jefferies, with a diverse background in finance, education, and the arts.
Current Position at Jefferies
Curt Roberts is currently serving as the CRM Change Manager for Investment Banking at Jefferies. He has been in this role since 2020, operating out of the New York City Metropolitan Area. His responsibilities likely involve overseeing customer relationship management system changes and ensuring these changes align with the investment banking sector's requirements.
Previous Experience in Finance and Consulting
Before joining Jefferies, Curt Roberts accumulated extensive experience in finance and consulting. He was the Global Lead at Morgan Stanley from 2014 to 2020. Additionally, he served as a Business Advisory Consultant at Wonderport for two months in 2012 and worked at Merrill Lynch as a Project Coordinator from 2007 to 2008. This robust background in high-profile financial institutions underscores his expertise in project management and consultancy.
Roles in Arts and Hospitality
Curt Roberts has also diversified his career by working in the arts and hospitality sectors. He was a Docent at the Museum of Arts and Design from 2018 to 2021. Earlier, he held the position of Guest Experience Manager at Lotte New York Palace from 2008 to 2011, and worked as a Freelance Graphic Designer from 2008 to 2014. These roles likely helped him develop skills in customer service, arts, and creative design.
Academic Background
Curt Roberts has a diverse educational background. He earned a BS in Business Administration, with a focus on Marketing Management, from the University of Arkansas (1995-2000). Additionally, he studied Illustration at the School of Visual Arts for 11 months in 2011. His education also includes significant studies in Chinese Language and Literature at Yunnan University (2004-2005) and Guangxi University (2002-2003).
Early Career and Education
Curt Roberts began his career with roles that laid his professional foundation. He worked at The Nature Conservancy as an Assistant Project Manager in 2005 and was a University Instructor at Yunnan University from 2004 to 2005. Academically, he holds a Master of Business Administration (M.B.A.) from Drury University and a Bachelor of Business Administration (B.B.A.) in Marketing from the University of Arkansas, showcasing a solid educational framework.