Jeffrey Brooks
About Jeffrey Brooks
Jeffrey Brooks is the Global Head of Equity Product Control and Asset Management at Jefferies, with extensive experience in investment banking and a background in accounting.
Global Head Of Equity Product Control and Asset Management at Jefferies
Jeffrey Brooks holds the position of Global Head of Equity Product Control and Asset Management at Jefferies. His tenure at Jefferies spans a significant period starting from 2008 in the Greater New York City Area. At Jefferies, he has demonstrated a strong leadership presence by managing equity products and overseeing asset management operations. His work has involved implementing complex financial systems, collaborating effectively with change management teams, and optimizing the performance and compliance of equity products within the organization.
Previous Work at BNP Paribas Fortis
Before joining Jefferies, Jeffrey Brooks served as Vice President at BNP Paribas Fortis from 2006 to 2008. During these two years in the Greater New York City Area, he was responsible for various financial and managerial duties. His role at BNP Paribas Fortis helped to enhance the institution's operational efficiency and capability in dealing with equity products, further preparing him for his future leadership positions.
Experience with Credit Suisse
Jeffrey Brooks held the title of Assistant Vice President at Credit Suisse from 2002 to 2006. Over his four-year tenure in the Greater New York City Area, he honed his skills in financial management and team leadership. His work at Credit Suisse was pivotal in broadening his experience with complex financial products and global markets, which has been beneficial for his subsequent roles.
Merrill Lynch Career Overview
From 1999 to 2002, Jeffrey Brooks worked as an Assistant Vice President at Merrill Lynch. Based in the Greater New York City Area, his role at Merrill Lynch involved significant responsibilities in financial management and equity product oversight. His achievements during this period provided a robust foundation for his future positions in the financial industry.
Education and Expertise in Accounting
Jeffrey Brooks earned a Bachelor's degree in Accounting from the City University of New York-College of Staten Island. His education has provided a strong foundation in accounting principles and financial management, which has been instrumental throughout his career in various high-level finance roles.
Implementation of Financial Systems
Jeffrey Brooks successfully implemented a new Sub-Ledger and General Ledger system in collaboration with Change Management. This initiative significantly improved the financial reporting and operational efficiencies within his organization, showcasing his expertise in financial systems and change management.
Experience in Managing Multiregional Teams
Jeffrey Brooks has extensive experience managing teams spread across multiple regions and cities within the United States. His ability to lead diverse teams and ensure cohesive operations across various locations has been a critical aspect of his role in the financial sector.
Key Role in Near Shoring and Offshoring Models
Throughout his career, Jeffrey Brooks has played a key role in developing near shoring and offshoring models at various investment banks. These models have helped optimize operational efficiencies and reduce costs, contributing positively to the organization’s overall performance.