Jeff Willman

Jeff Willman has a diverse work experience spanning multiple roles and companies. Jeff started their career in 2017 as a Volunteer Tax Preparation at Beta Alpha Psi. In 2016, they joined Plan Sponsor Consultants as a Client Relations Manager and worked there until 2019. From 2019 onwards, they have been working at CAPTRUST in various roles, including Associate - Institutional Operations, Associate II - Institutional Operations, Senior Associate - Institutional Operations, Team Leader - Institutional Operations, and currently as a Senior Team Leader - Institutional Operations.

Jeff Willman attended the Northern Michigan University College of Business from 2013 to 2017, where they earned a Bachelor's Degree in Accounting.