Position:
Professional Domain Expert- Financial Advisor at Multiple Software Companies
Location:
Little Compton, Rhode Island, United States
Found email addresses for Jeff:
Found phone for Jeff:
Prospect analytics
Dec 2025 - Current
Oct 2010 - May 2025
Jan 2008 - Oct 2010
Aug 2006 - Jan 2008
Their professional focus is Asset Management, Client Relations, and Customer Engagement across 3 core areas.
Jeff holds CFP® Certification Education Program — In Progress (Expected Completion: March 2027), Life, Accident & Health Insurance License - State of Rhode Island, and Series 63 certifications.
Bachelor of Science - BS at University of Hartford
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.