About me

I am a down to earth, Wharton-educated leader who chases challenges in my professional and personal life. In the real world I focus on creative businesses and projects. I have worked for numerous financial service companies as the Founder, CEO, CFO, National Sales Manager, and Strategist; started and sold two companies, rebuilt sales platforms, raised capital and designed distribution channels from scratch.

My professional range is wide; having started, built, fixed, downsized, and sold companies. My journey has taught me to add value to diverse businesses and unique problems, and I am confident about how to make my work successful. I take on tough projects
and deliver measurable results, from creating business strategies to completing endurance events.

Jeff is an educated, quantitatively focused person who appreciates and understands people and their stories. He balances those qualities with a sharp focus on profitability and return-on-investment. His quantitative skills are perfectly complemented by his warmth and inviting nature.

— Chairperson of a Statewide Public Pension Fund

FRESH IDEAS.  STRONG CHARACTER.  GREAT RESULTS.

• Unique challenges are more interesting to me than companies or industries

• People and their stories energize me

• Numbers support the creative side of business

• Humor is also essential

• Connections take time: I make the time