Jeffrey studied business administration in school and created a varied career for himself in the financial industry from there. He applied for a position at Financial Engines because he was weary of the transactional aspects his previous position required. Jeffrey hoped to take on a more advisory role, and Financial Engines hired him to do just that.
Jeffrey spends the majority of his time on the phone with company clients. It’s his main objective to help people develop long-term financial strategies that will benefit them in the retirement stages of their lives. When he isn’t busy on calls, Jeffrey researches new industry trends, and stays up-to-date with beneficial company technology.