Experience

Compass Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2019 - Present

  At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work. Accomplished individuals and their families trust us to guide them on the path to financial independence, which transcends careers, businesses and generations. We collaborate with clients to create personalized financial strategies and solutions. Our advice is unbiased and comprehensive, reflecting decades of experience in investment management, retirement planning and estate conservation.



Long Island Wealth Management, Inc.

• United States
• Financial Services

• Investment Advisor, Retirement Counselor & Chief Compliance Officer

  • Oct 2014 - Mar 2019

  Jeffrey provides Retirement Planning and Investment Advisory Services for individuals looking to plan for and maintain successful retirements. Don't have a plan? Have a plan and want a second opinion? Have a bunch of investment accounts without any unified purpose? Call or email today for your complimentary appointment. Stop getting "sold' products and get the comprehensive planning and investment advice that you deserve. Step 1 is building the plan, Step 2 is implementing the underlying investment vehicles & Step 3 is managing the portfolio drift over time.



Blank Equity Management, LLC

• Investment Management
• 1 - 100 Employee

• Investment Advisor Representative

  • Jan 2016 - Feb 2019

  Jeffrey acted as an Investment Advisor Representative with Blank Equity Management, LLC. Jeff worked alongside Managing Member, Matt Blank, in assisting investors in meeting their investing and retirement planning needs. Jeffrey acted as an Investment Advisor Representative with Blank Equity Management, LLC. Jeff worked alongside Managing Member, Matt Blank, in assisting investors in meeting their investing and retirement planning needs.



Fusion Wealth Managers

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Investments

  • Oct 2011 - May 2015

  Jeffrey helped individual investors plan for retirement and manage their investment portfolios. Jeffrey helped individual investors plan for retirement and manage their investment portfolios.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Account Executive

  • Aug 2004 - Oct 2011

  Jeffrey started his Investment Career at the Fidelity Investments office in Roslyn, NY. Initially as a Financial Representative processing paperwork and compliance items then moving up to the Investments Representative role where he was providing investment advice and building retirement plans (somewhat of a junior advisor). In his later years he held the titles of Financial Planning Consultant and Account Executive where he was responsible for 350+ households, their investment allocations and financial plans. Jeff was appointed to the AE Council & Associate Development programs which were only given to the highest performers with the highest potential. Jeff won multiple awards for execution in the field as both a producer and client advocate and made a great run with the firm, but in 2011 Jeff was presented with an opportunity to join a wealth management team within Fusion Analytics. Jeff decided to make the transition in order to serve far fewer clients in a more comprehensive manner. Focusing on quality over quantity and transitioning away from the broker world to the fiduciary world allows Jeff to deliver the timely guidance that clients desire while reducing potential conflicts of interest.



Wells Fargo Financial

• Warwick, RI

• Credit Manager

  • Sep 2003 - Jul 2004

  Assisted clients with Secured & Un-secured loans. Ran credit reports and analyzed debt/income ratios in order to provide responsible financial assistance to those seeking new credit and or credit re-financing. Assisted clients with Secured & Un-secured loans. Ran credit reports and analyzed debt/income ratios in order to provide responsible financial assistance to those seeking new credit and or credit re-financing.