Jeff Halloran

Registered Principle - Financial Services at PFS Investments
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Japanese Limited working proficiency

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Bio

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5.0

/5.0
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Clark Smith

Nobody does things better than Jeff Halloran!

Brian Hamilton

I've known Jeff for over 30 years. I highly recommend him. Jeff is one of the most caring people I know.

Brian Hamilton

Jeff is not only successful in his business endeavors, but is as genuine as anyone I know in his desire to serve and love his neighbors. I highly recommend Jeff in his volunteer ventures.

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Credentials

  • SIE, Series 6, 63 & 26
    FINRA

Experience

    • Financial Services
    • 300 - 400 Employee
    • Registered Principle - Financial Services
      • 2018 - Present

    • President
      • Aug 1986 - Present

      For over 40 years providing native and recycled bulk building materials for the construction industry. Expanding the recycled materials to consumer friendly bags and super sacks. Build Green. For over 40 years providing native and recycled bulk building materials for the construction industry. Expanding the recycled materials to consumer friendly bags and super sacks. Build Green.

    • United States
    • Construction
    • 1 - 100 Employee
    • CFO
      • Apr 1986 - Jul 2000

      Duties included traditional CFO work plus handling the successful IRS Tax Free spin-off of branches resulting in an IRS positive letter of ruling as well as the handling the negotiation and the transition of ownership to a third party. Shareholder, Corporate Secretary and Member of Board of Directors Duties included traditional CFO work plus handling the successful IRS Tax Free spin-off of branches resulting in an IRS positive letter of ruling as well as the handling the negotiation and the transition of ownership to a third party. Shareholder, Corporate Secretary and Member of Board of Directors

  • Soil and Testing Enigneers
    • Orange County, California Area
    • CFO
      • Jan 1988 - Dec 1992

      Formed all non-engineering policy and infrastructure acquisitions for the new company which had been spun-off from Southern California Soil and Testing. During the recession of the early 1900's handled the undisputed wind-down of the corporation. CFO duties included the traditional scope of the position including: Business budgeting and development. Negotiations. Staff over-site. Acquisition analysis. Shareholder, Corporate Secretary and on Board of Directors. Formed all non-engineering policy and infrastructure acquisitions for the new company which had been spun-off from Southern California Soil and Testing. During the recession of the early 1900's handled the undisputed wind-down of the corporation. CFO duties included the traditional scope of the position including: Business budgeting and development. Negotiations. Staff over-site. Acquisition analysis. Shareholder, Corporate Secretary and on Board of Directors.

    • Branch Manager
      • Jan 1983 - Aug 1986

      After completing the management training program I worked and learning with a great staff in the Commercial Loan Department and the main branch. Soon I was promoted to a Branch Manager. Uncovered non-complying loan discrepancies in time to save the bank from potential losses, grew customers newly opened branch, inherited a portfolio of delinquent loans and brought the percentage past due well below bank average through customer relationship building. After completing the management training program I worked and learning with a great staff in the Commercial Loan Department and the main branch. Soon I was promoted to a Branch Manager. Uncovered non-complying loan discrepancies in time to save the bank from potential losses, grew customers newly opened branch, inherited a portfolio of delinquent loans and brought the percentage past due well below bank average through customer relationship building.

    • United States
    • Religious Institutions
    • 700 & Above Employee
    • Volunteer
      • Nov 1978 - Nov 1980

      Volunteer missionary service. After two month intense language training went to Tokyo and the surrounding area as a missionary. Started and established congregations in many new areas. Responsibilities included: training other missionaries, teaching, finding, and office duties such as international travel arrangements, supplying over 50 different sites with materials, publishing and writing newsletters and medical or other emergency management as required. Became fluent in Japanese. Volunteer missionary service. After two month intense language training went to Tokyo and the surrounding area as a missionary. Started and established congregations in many new areas. Responsibilities included: training other missionaries, teaching, finding, and office duties such as international travel arrangements, supplying over 50 different sites with materials, publishing and writing newsletters and medical or other emergency management as required. Became fluent in Japanese.

Education

  • Brigham Young University
    BA, Business - Finance
    1977 - 1982
  • Palomar College
    1977 - 1977

Community

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