With over a quarter century of experience in the financial services industry, Jeff has broad, dynamic experience in a variety of roles helping professional advisors deliver best practices solutions to their clients.
One of the original founders of RiskPro, Jeff, and his business partner Nick Scalzo, were driven by the real-world experiences of clients who struggled to align their perception of investment risk with the traditional definitions used by our industry. Realizing that the system was flawed, they developed RiskPro using a mathematically superior protocol and algorithm to analyze asset volatility and translate that into language that clients could understand and advisors could use to manage expectations.
Previously Jeff served as Regional V.P. with John Hancock Wood Logan. Over his nearly 15-year career at John Hancock, his roles included management of internal sales and marketing for the Western U.S. as well as wholesaling mutual funds, variable annuities and separately managed accounts. He is a past recipient of the Outstanding Sales Achievement Award.
Jeff graduated magna cum laude from the University of California Irvine with a BA in Social Ecology and an emphasis in Psychology.