Cell: (617) 694-6628
Phone: (781) 742-7243
3 Allied Drive, Suite 303
Dedham, Massachusetts 02026
Jeff has an extensive background in the Financial Services arena and over the past 25 years has held a number of Senior Management positions with firms such as Fidelity Investments, Principal Financial Group and Mass Mutual. His primary focus has been consulting with individual business owners regarding their employee benefits plans and their strategies to maximize the utilization of these programs.
During this time he also assisted them in areas such as overall business planning, distribution/sales growth and ownership exit options. He has worked with hundreds of companies engaged in numerous lines of business, both private and public, large and small.
His educational and professional background includes a B.S. in Business Administration, Law Degree (J.D.), NASD Series 7 & 26 and his Chartered Financial Consultant designation. Originally from Ohio, Jeff and his family have been in the Boston area for over 20 years.