Jeff Gerold CFP® CEPA's
email & phone

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Current Position:

Senior Vice President, Head of Advisor Engagement at National Philanthropic Trust

Experience:

34 years

Location:

Austin, Texas

How to contact Jeff Gerold CFP® CEPA

Last updated:2025-08-27

g********f@nptrust.org

+1-***-***-6489

Analytics

According to LinkedIn Jeff Gerold CFP® CEPA started working on 1991, then the employee has changed 6 companies and 9 jobs. On average, Jeff Gerold CFP® CEPA works for one company for 4 years 1 month. Jeff Gerold CFP® CEPA has been working as a Senior Vice President, Head of Advisor Engagement for National Philanthropic Trust for 609 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Vice President, Head of Advisor Engagement at National Philanthropic Trust

Jan 2024 - Current

Regional Director Southwest Region at National Philanthropic Trust

Jun 2017 - Jan 2025

Senior Director of Development at National Philanthropic Trust

Jul 2018 - Nov 2023

Director of Business Development at Covenant (Now CAPTRUST)

Mar 2016 - Mar 2017

Vice President, Charitable Planning Consultant at Fidelity Charitable®

Mar 2007 - Jan 2016

Insurance Consultant at Fidelity Investments

Apr 2004 - Mar 2007

Financial Planning Consultant at Fidelity Investments - Personal Investments

Mar 2003 - Mar 2004

Financial Representative - Premium Services at Fidelity Investments

Jan 2001 - Jan 2004

Customer Service Representative at Fidelity Investments

Apr 1998 - Jan 2001

Sales Manager at The Container Store

Apr 1991 - Apr 1998

Education

BAA at University of North Texas

The University of Dallas

Current Company Information National Philanthropic Trust

Name: National Philanthropic Trust

Speciality: Philanthropy, Donor advised funds, Supporting organizations, Impact investing, Charitable giving, Charity

Location: Jenkintown, PA, United States

Employees: 200-500

HQ Phone: 888-878-7900

Description: National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their ph...

Frequently Asked Questions

How long has Jeff Gerold CFP® CEPA been working as a Senior Vice President, Head of Advisor Engagement?

Jeff Gerold CFP® CEPA's total experience in various companies as a Senior Vice President, Head of Advisor Engagement 1 year 8 months.

What is Jeff Gerold CFP® CEPA's minimum period of employment in the companies?

Jeff Gerold CFP® CEPA's minimum period of employment in various companies is 1 year.

What is Jeff Gerold CFP® CEPA's average duration of employment for different companies?

On average, Jeff Gerold CFP® CEPA works for one company for 4 years 5 months

What industries has Jeff Gerold CFP® CEPA worked in?

Jeff Gerold CFP® CEPA works in the Nonprofit Organization Management. Previously, Jeff Gerold CFP® CEPA worked in the Financial Services, and Retail.

What positions has Jeff Gerold CFP® CEPA held before?

Previously, Jeff Gerold CFP® CEPA worked as a Regional Director Southwest Region, and Senior Director of Development, and Director of Business Development, and Vice President, Charitable Planning Consultant, and Insurance Consultant.

How do I contact Jeff Gerold CFP® CEPA?

Jeff Gerold CFP® CEPA's email address is g********f@nptrust.org, phone number is +1-***-***-6489. Sign up to get contact details.

Who is the President/CEO/Director of the National Philanthropic Trust?

The President/CEO/Director of the National Philanthropic Trust is Jay Donato

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