Alistair Jessiman, NACD.DC, CFA
Education
Dartmouth College
Cum Laude, 1975-01-01 - 1979-01-01
Phillips Exeter Academy
, 1971-01-01 - 1975-01-01Work Experience
SOCi, Inc.
Current
SOCi, Inc.
PNC
2011-01-01 - 2024-01-01
PNC
Huntington National Bank
2008-01-01 - 2011-01-01
Huntington National Bank
Alger
2008-01-01 - 2011-01-01
Alger
Curinos
2001-01-01 - 2011-01-01
Curinos
J.P. Morgan
1979-01-01 - 2001-01-01
J.P. Morgan
Skills
Summary
Former Fortune 500 financial services executive and independent board director expert in the client, profit & performance growth drivers of investment company and wealth management businesses. Specialized expertise spans investment management, client acquisition, operations, technology integration, and fiduciary enterprise risk management. Currently serves as Industry Advisory Board member for SOCi (www.meetsoci.com), a leading enterprise software platform for multi-location marketers that helps financial institutions manage their digital presence across local search, social media, and reputation management, powered by AI. Background includes institutional investment management CEO; independent board director of a privately owned investment company; independent director of a publicly traded mutual fund complex; mutual fund complex sponsor. Qualified for investment, audit, compensation & governance board committees. CFA and NACD.DC.
