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Jeff Kriegisch

Consultant at AdvisoryWorld Financial Technology
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About Jeff Kriegisch

Jeff Kriegisch is Consultant at AdvisoryWorld Financial Technology in Santa Monica, California, United States, us. Previously worked at Wilshire as Vp Operations. AdvisoryWorld Financial Technology is a Financial Services company in 4707 Executive Dr San Diego, California 92121, US with 11 employees

Jeff Kriegisch holds a degree from Pepperdine Graziadio Business School, with 21 years since graduation.

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Jeff Kriegisch Work
Jeff Kriegisch have been working for 29 years. Currently Jeff Kriegisch is the Consultant @AdvisoryWorld Financial Technology, with experience in Vp Operations @Wilshire
AdvisoryWorld Financial Technology
Consultant
Jan 2014 - Present · 11 years and 2 months
Wilshire
Vp Operations
Mar 2008 - Nov 2013 · 5 years and 8 months
National Planning Corporation (NPC)
Avp Advisory Services
Feb 2004 - Mar 2008 · 4 years and 1 months
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About Jeff Kriegisch's Current Company
AdvisoryWorld Financial Technology
11-50 Employees

AdvisoryWorld Financial Technology is founded in 1987, operates from its headquarter in 4707 Executive Dr San Diego, California 92121, US. The company operates in the Financial Services sector.

AdvisoryWorld Financial Technology specializes in Portfolio analytics, Investment planning, Portfolio modeling, Investment analysis, Asset allocation, Optimization, Detailed cash flows, Monte Carlo simulation, Security screening, Style and factor analysis, Customized application development, Web services, Cloud computing, and offers services including Portfolio analytics, Investment planning apps, and Portfolio modeling.

Website
http://advisoryworld.com
Year Founded
1987
Social Media
Linkedin
Industry
Financial Services
HQ Location
4707 Executive Dr San Diego, California 92121, US
Expertise
Portfolio analyticsInvestment planningPortfolio modelingInvestment analysisAsset allocationOptimizationDetailed cash flowsMonte Carlo simulationSecurity screeningStyle and factor analysisCustomized application developmentWeb servicesCloud computing
Solutions
Portfolio analyticsInvestment planning appsPortfolio modelingInvestment analysisAsset allocationOptimizationDetailed cash flowsMonte Carlo simulationSecurity screeningStyle and factor analysisCustomizable ProposalInvestment Policy StatementDatabases of Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, Variable Annuities, Bonds and Separate AccountsWeb services APISoftware as a service
Keywords
Portfolio & Investment Analysis SoftwarePortfolio OptimizatioProposal GeneratioFinancial Planning SoftwareMonte CarloBondsMutual FundsStocksVariable AnnuitiesClosed End Funds
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Jeff Kriegisch Education

Jeff Kriegisch completed at Pepperdine Graziadio Business School (2003 - 2005) , at UCLA (1994 - 1996) , etc

Pepperdine Graziadio Business School
MBAFinance
2003 - 2005
UCLA
B.A.Finance
1994 - 1996

Jeff Kriegisch Email & Phone number

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  • Email AddressJ**@advisoryworld.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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