skip to main content
Jeff Kjellgren

Jeff Kjellgren

Capital One

Career Roadmap

Jeff's work combines: Business, Numbers, and Accomplishing Goals

See more careers and stories that connect to your interests.

Take Roadmap Quiz

Day In The Life

Asset Manager

I monitor, rate and manage the risk profile of the loans in my portfolio.

Skills & Education

Here's the path I took:

  • High School

    Carle Place

  • Bachelor's Degree

    Finance, General

    Hofstra University

Here's the path I recommend for someone who wants to be a Personal Financial Advisors:

High School

Bachelor's Degree: Finance, General

Learn more about different paths to this career

Life & Career Milestones

My path in life took a while to figure out

  • 1.

    The first job in the banking industry.

  • 2.

    Obtaining my professional appraisal license.

  • 3.

    Always trying to improve on what I do.

  • 4.

    Meeting deadlines consistently.

  • 5.

    Producing a work product with minimal subsequent editing and/or corrections needed.

  • 6.

    Passing the 24-year anniversary in this profession.

Defining Moments

How I responded to discouragement


    Messages from Myself:

    I'm not smart enough to do that.

  • How I responded:

    I had an experienced mentor who was patient and showed me certain calculations, analyses, and other things. I then practiced and practiced until I consistently got the right answers, which helped me develop more confidence in myself. I later went on to become an instructor/mentor to others.

Experiences and challenges that shaped me

Click to expand

  • Analyzed my income and expenses, created a budget, lived within it.

  • Studied and aimed to be the best.