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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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