Jeff leads our group that plots our corporate strategy, creates and builds our products, engages and manages our partners and supports our sales and customer success professionals with product marketing and support content. He has spent his career in financial services and financial technology focused mainly on helping organizations find a path to outstanding performance. After spending 7 years working as a Strategic Management Consultant for the senior teams at many top financial services firms across North America, he shifted to the financial technology sector. He’s an inventor also (if being patented means you are an inventor) and he is a thought leader on front-office business performance and writes on occasion for industry blogs and publications.
financial services wealth management product strategy marketing fintech
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