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Jeffrey Estella

Financial services executive with extensive experience as a global leader in the investment process.
Boston, Massachusetts, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Summarize Jeffrey Estella’s background before I meet with them
Profile Image for Jeffrey Estella

Jeffrey Estella

Financial services executive with extensive experience as a global leader in the investment process.
Boston, Massachusetts, United States
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Jeffrey Estella is a seasoned professional with expertise in global equity trading, investment operations, risk management, securities market structure, public policy, global regulation, and the implementation of technology efficiencies. He has a proven track record of success in steering organizations, developing and mentoring cohesive teams, and building efficient infrastructure. Jeffrey's extensive experience in litigation support, trading analytics, governance, compliance, global regulations, intelligent automation, and robotic process automation (RPA) makes him a well-rounded leader. He is regarded for his dedication to continuous improvement and his ability to motivate culturally diverse teams to deliver results. Jeffrey currently serves as the Principal at Estella LLC and was previously a Strategic Advisor at SlyceData and Plia. He has also held positions at FINRA, CalcGuard Technologies, Elsen Inc., MFS Investment Management, Luminex Trading & Analytics LLC, and Putnam Investments. Jeffrey holds a Bachelor of Science in Finance from Merrimack College.

This public profile is provided courtesy of Clay. All information found here is in the public domain.