Account Management Officer
Industry experience since 2008
- Certified Funds Specialist designation
- Chartered Mutual Fund Counselor (CMFC)
- Accredited Portfolio Management Advisor (APMA)
Jeff has been with Union Bank since 2006. Jeff has a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University and has earned the Certified Funds Specialist designation from the Institute of Business & Finance as well as the Chartered Mutual Fund Counselor designation from the College for Financial Planning.