Jeff is a Senior Associate based in the Silicon Valley office where he manages client account data. In this role, Jeff ensures the integrity of account data through the oversight of new client and account set up, reconciliation, and maintenance of all account settings. Jeff also manages special projects related to technology implementations.
Prior to joining Cerity Partners, Jeff worked as the Portfolio Operations Supervisor at B|O|S, overseeing a broad range of data-related tasks. Prior to B|O|S, he worked at Franklin Templeton Investments managing the Portfolio Administration Team for the firm’s Separately Managed Account business.
Jeff earned both his Bachelor of Science in Finance and his Master of Business Administration in Finance from Santa Clara University.
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