Jaysree B.

Jaysree B. has a diverse work experience spanning over two decades. Jaysree began their career in 1995 as a VP/Product Manager at OppenheimerFunds, where they managed retirement plans. From 2000 to 2001, they worked at Deutsche Asset Management as a VP/Product Development Manager for mutual funds. Jaysree then joined Morgan Stanley in 2002 as a VP/Project Manager, focusing on the Third-Party Mutual Fund Distribution Platform. Jaysree later moved to HSBC Private Bank in 2005, where they served as a VP/Product Manager for Managed Portfolio Solutions. In 2008, they took voluntary time off. In 2017, Jaysree took on a Marketing Manager role at Bank of America Merrill Lynch, specializing in Global Wealth & Investment Management. Jaysree is currently working as the Director of Channel Marketing at Advisors Asset Management, a position they have held since 2018.

Jaysree B. holds a Bachelor's Degree in English/Pre-Law Emphasis from Chapman University located in Orange, CA. Additionally, they have a Master of Business Administration (M.B.A.) with a focus on Finance from Pace University - Lubin School of Business in NY, NY. Jaysree has also obtained certifications in Online Marketing Foundations and SEO Foundations from LinkedIn in 2019.