Jeff has over 25 years of experience in the financial services industry. He has held a number of diverse roles that allowed him to contribute and experience the full business cycle of a company. Jeff has been involved with product design, pricing, sales & distribution, service administration, corporate finance and investments, all in the financial services industry. Jeff also holds his Series 7, 24, & 66 licenses with FINRA, along with his CTP, CLU and ChFC designations.
|B.A.||University of Massachusetts in Amherst|
|MBA||Western New England University|