Jeb Avery

Jeb Avery

Managing Director, Data Governance, Data Quality, and Data Implementation at Charles Schwab

Charles Schwab•Aurora, Colorado, United States

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Experience31+ Years
LevelCXO

Executive Overview

Jeb Avery is an analytical and solutions-driven financial services leader with expertise in a variety of business and operational areas including Global Data Strategy, Data Governance, Data Management, Vendor Management, Predictive Analytics and Business Intelligence, Territory and Compensation Management, Enterprise Reporting, Managed Account Trading, and numerous Operational and Front, Middle, and Back Office functions. Jeb has a proven track record delivering results across these areas. He is also adept at developing and leading global teams (Denver, New York, Los Angeles, London, Singapore, Hong Kong, and Sydney) in fluid and fast paced environments. Jeb is a relationship based leader able to balance multiple stakeholder needs, instill client ownership, and leverage collaborative partnerships that support strategic objectives.

Career Timeline

Professional employment history
  • Apr 2020–Present· 6 yrs 6 mos
    • Managing Director, Data Governance, Data Quality and Data ImplementationCurrent
      Apr 2020–Present
  • N2IT DataCurrent
    Mar 2019–Present· 7 yrs 7 mos
    • PrincipleCurrent
      Mar 2019–Present
  • Dec 2017–Jun 2019· 1 yr 6 mos
    • Head, Data Governance
      Dec 2017–Jun 2019
  • Oct 1995–Dec 2017· 22 yrs 2 mos
    • Director, Investment Data
      Oct 1995–Dec 2017

Education

MBA

University of Colorado Denver

BS

Econ and English

James Madison University

HS

Saint Stephens

Executive Relationship Map

Reports To
Jeb Avery
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Wealth ManagementAsset ManagmentLeadershipSecuritiesRisk ManagementTradingManagementPortfolio ManagementHedge FundsMutual FundsBloombergBusiness AnalysisSeries 7Financial ServicesFixed IncomeInvestmentsEquitiesAsset ManagementDerivativesAlternative Investments