Jeff Broaddus, MBA
VP of Operations at ISC Group, Inc.- Claim this Profile
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Bio
Brett Donahoo, ARM, ARe
I had the pleasure of working with Jeff on a recent project and can without reservation say that he is the type of professional that we all love working with. He is an expert in his field, precise in his communication, and perpetually willing to go above and beyond for his colleagues and clients. It's been a pleasure, Jeff! Hopefully more to come.
Brett Donahoo, ARM, ARe
I had the pleasure of working with Jeff on a recent project and can without reservation say that he is the type of professional that we all love working with. He is an expert in his field, precise in his communication, and perpetually willing to go above and beyond for his colleagues and clients. It's been a pleasure, Jeff! Hopefully more to come.
Brett Donahoo, ARM, ARe
I had the pleasure of working with Jeff on a recent project and can without reservation say that he is the type of professional that we all love working with. He is an expert in his field, precise in his communication, and perpetually willing to go above and beyond for his colleagues and clients. It's been a pleasure, Jeff! Hopefully more to come.
Brett Donahoo, ARM, ARe
I had the pleasure of working with Jeff on a recent project and can without reservation say that he is the type of professional that we all love working with. He is an expert in his field, precise in his communication, and perpetually willing to go above and beyond for his colleagues and clients. It's been a pleasure, Jeff! Hopefully more to come.
Credentials
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Accredited Investment Fiduciary®
Fi360 (now Broadridge)May, 2022- Nov, 2024 -
Certified Plan Fiduciary Advisor
American Retirement AssociationApr, 2020- Nov, 2024 -
General Lines - Life, Accident and Health
Texas Department of InsuranceFeb, 2020- Nov, 2024 -
Series 66: Qualification to register as a securities agent and investment advisor.
FINRAJun, 2014- Nov, 2024 -
Series 7: Qualification to register as a broker dealer representative.
FINRAMay, 2014- Nov, 2024 -
General Lines - Property & Casualty
Texas Department of Insurance
Experience
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ISC Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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VP of Operations
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Oct 2023 - Present
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Marsh McLennan Agency
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United States
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Insurance
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700 & Above Employee
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Advisor - Retirement Services
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Jan 2020 - Oct 2023
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Regional Sales Consultant
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Oct 2016 - Jan 2020
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Workplace Planning & Guidance Consultant II
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Mar 2015 - Sep 2016
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Workplace Planning & Guidance Consultant I
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Jun 2014 - Feb 2015
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Financial Associate
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Feb 2014 - Jun 2014
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Velocity Sports Performance
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Spectator Sports
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100 - 200 Employee
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Various Roles
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Aug 2009 - Feb 2014
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Education
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2017 - 2019
Ohio University
Master of Business Administration - MBA, 3.9 -
The University of Texas at Arlington
BA, Business Management and Sociology
Community
