BNY Mellon | Pershing
Jeff Caruso is a Vice President for BNY Mellon’s Pershing and a member of Pershing’s Practice Management team. With over 20 years’ experience in the financial services industry, Jeff has worked closely with financial professionals to help them streamline, manage and grow their businesses. Jeff has developed and delivered advisor training programs in the areas of managed accounts, technology and practice management.
Prior to joining Pershing in 2011, Jeff spent 11 years with MetLife Broker Dealer Group where he managed the third-party advisory and registered investment advisor platforms. In addition to his product management responsibilities, Jeff worked closely with MetLife advisors, helping them develop and enhance their fee-based advisory practices. Jeff began his career at Alliance Capital Management as a mutual fund marketing representative.
Jeff earned a Bachelor of Science degree from New Jersey City University with a concentration in Marketing and currently holds FINRA 6, 7, 63 and 65 licenses.