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.
Education
| Degree | University |
|---|---|
| B.A. | University of Massachusetts in Amherst |
| MBA | Western New England University |
