Jeff serves as a Sales Leader and is an Investment Director at Madison Investments. In this position, he is a liaison between the Sales and Marketing Departments and helps the Chief Distribution Officer oversee the Advisor Wholesaling Team. He personally covers Financial and Investment Advisors in the western part of the U.S. and Canada. Jeff started working in the financial services industry in 1996 and joined Madison Investments in 2003. Prior to joining Madison Investments, he served as a wholesaler for Tom Johnson Investment Management and worked for Smith Barney as a Consulting Group Analyst. Jeff holds a BA in Business Economics with an emphasis in Accounting from the University of California–Santa Barbara. He has earned the CIMA® designation.
