I spent my entire career in the mutual fund industry, pricing defined contribution plans for large companies at State Street Bank & Trust, analyzing mutual fund performance at Waddell & Reed Investment Management Company and providing marketing support for an assigned desk of mutual funds at Ivy Funds. I currently reside in Overland Park, KS with my two daughters, Sophia and Madelyn.
Client Services Specialist
Jeff is responsible for most of the follow up and account paperwork needing completion. He handles the majority of the “behind the scenes” implementation of client requests. He may not sit in on client meetings, but he is responsible for most of the follow up and account paperwork needing completion. Jeff has a strong understanding of technical financial planning and investment management processes.
Professional & Community Involvement
- Client Services Specialist, Buttonwood Financial Group, LLC: 2015 – present
- Product Analyst, Ivy Funds: 2014 – 2015
- Senior Performance Analyst, Waddell and Reed: 2012 – 2014
- Performance Analyst, Waddell and Reed: 2006 – 2010