Jeff Hooks in

Jeff Hooks

Critic · DISC type C
Sr. Vice President - Relationship Management and Client Experience at STP Investment Services
📍 Greater Philadelphia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Sr. Vice President - Relationship Management and Client Experience
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Jeff shows up

Precise
ROI Driven
Information Seeker

They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Jeff cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2022
Sr. Vice President - Relationship Management and Client Experience
STP Investment Services
9-2019 - 5-2022
Sr. Vice President - Operations
STP Investment Services
4-2016 - 9-2019
Director, Investment Manager Services
SEI
12-2012 - 4-2016
Manager, Investment Manager Services
SEI
6-2004 - 12-2012
AVP, Portfolio Administration Manager
Nuveen Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Business Administration (B.B.A.)
UC Santa Barbara
1994 - 1995
Education details unavailable
Purdue University
1991 - 1994
Education details unavailable
Serra High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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