Jeffrey Sherman in

Jeffrey Sherman

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Service Desk Manager at Refinitiv, an LSEG business
📍 Waukesha, Wisconsin, United States

Jeffrey Sherman is a Wealth Support & Service Desk Manager at BetaNXT, specializing in wealth management and technology. With a background including Refinitiv and a BA from the University of Minnesota, he has extensive experience in product analytics, incident management, and team leadership, working with both front-end and back-office systems.

His foundational experience in insurance and sales provided him with a unique perspective on customer service, marketing, and the complete needs of a business. He prides himself on being a primary source of knowledge and promoting brand identity within his teams.

Unique fact: Jeffrey possesses knowledge of PC hardware and software maintenance and design.

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Experience
19 Years
Current Role
Service Desk Manager
Job Level
Middle
Location
Waukesha, Wisconsin, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Wealth Management Tech
Manages support for wealth management systems, with a history working at financial technology firms like BetaNXT and Refinitiv.
Incident Management
Lists incident management as a key specialty, highlighting his focus on procedural guidelines and handling complex data.
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Career

Work history

4-2022
Service Desk Manager
Refinitiv, an LSEG business
9-2014
Wealth Support Manager
BetaNXT
9-2014
Wealth Support & Service Desk Team Lead
Refinitiv, an LSEG business
9-2012 - 9-2014
Mobile Sales Lead
Best Buy
10-2011 - 5-2012
Insurance agent
Farmers Insurance
In the press

Media appearances

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Education
2009 - 2011
BA
University of Minnesota
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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