Jeff O.

Jeff O. has a diverse work experience spanning various roles and industries. Jeff began their career at The University of Alabama as a Teaching Assistant in the College of Arts & Sciences from 1998 to 1999. Jeff then worked at AmSouth Bank as an Analyst in the Trust Operations Reorganization Department from 2000 to 2002, and later as a Senior Analyst in Asset Management Operations from 2000 to 2006.

Jeff then joined Sterne Agee as part of the Administration & Compliance team from 2006 to 2010, where they played a significant role in implementing the CFA Institute's Global Investment Performance Standards and developing best practices for multiple departments.

Following this, they worked at BBVA Compass as a Lead Policy & Procedures Specialist in Corporate & Investment Banking, where they monitored regulatory changes and collaborated with domestic and international management to develop comprehensive procedures.

Currently, they are employed at Avadian Credit Union, where they have held various roles since 2013, including Compliance Officer, Senior Compliance Officer, and currently serves as the Director of Risk Management & Compliance.

Jeff O. began their education at John Carroll Catholic High School, where they completed their College Preparatory program from 1992 to 1996. Jeff then pursued a Bachelor of Arts degree in Economics at The University of Alabama from 1996 to 2000. Jeff O. continued their education at the Birmingham School of Law, earning a Juris Doctor degree between 2003 and 2005. In addition to their formal education, Jeff O. has also obtained certifications in the field of finance. Jeff achieved the Certified Risk Manager (CRM) credential from NAFCU (National Association of Federally-Insured Credit Unions) in August 2022, and they obtained the Credit Union Compliance Expert (CUCE) certification from the Credit Union National Association in December 2021.