Jeff has more than 30 years of experience in financial services product development, sales, marketing and distribution. He was Senior Managing Director, National Sales Manager at Nuveen Investments. Prior to assuming this role, Jeff was President and Executive Managing Director Tradewinds Global Investors LLC. (A Nuveen investment affiliate). Before joining Tradewinds in 2014, he was Managing Director overseeing Nuveen’s RIA business channel.
His prior experiences include, President of Forward Management LLC in San Francisco, Executive Vice President, Head of Sales and Marketing for JPMorgan Private Client Services, Senior Vice President and Head of Managed Accounts for Charles Schwab and Senior Vice President and Divisional Director of Smith Barney’s Consulting Group (now Morgan Stanley) where he supported Financial Consultants serving high net worth investors and institutions.
Jeff is a Certified Investment Management Analyst and holds a Bachelor of Arts degree in Business Administration from New England College. FINRA Series, 6, 7, 63, 65, 24 & 51 licenses.