An experienced investment industry senior executive with more than 30 years of experience leading fixed income, foreign exchange, commodities, retail brokerage and interest rate management businesses, Jeff has a proven track record of building and growing profitable businesses from inception to maturity.
His participation in national trade organizations led to involvement with senior policy makers and regulators, where he formed valuable relationships.
Previously, Jeff served as president and chief operating officer of a firm created to facilitate investments in operating businesses and provide consulting services within the investment industry. Also, he was the executive vice president and executive managing director of a national bank where he developed, implemented and oversaw the strategy for the bank’s capital markets. He also developed a regional public finance department. His professional licenses include Series 7, 24, 52 and 53.
Jeff is a founding member of the Board of Trustees Bond Dealers of America, a member of the Board of Trustees for ABASA, Stepping Stones Center and a former member of the Board of Trustees of Dan Beard Council BSA.
He is a graduate of The Ohio State University and the University of Dayton and served as an adjunct faculty member of Cleveland State University and Franklin University.