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Jeff Bushman

Portfolio Operations Associate

Jeff is responsible for client account data management. His duties include new client and account set ups, reconciliation, and maintenance of all account settings. Prior to joining B|O|S, Jeff worked at Franklin Templeton Investments where he managed the Portfolio Administration team for the Franklin Templeton Separately Managed Account business.

Jeff lives in Foster City with his family.

Education
  • BS and MBA in Finance, Santa Clara University
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