Jeff Hladun, AIF®

Jeff Hladun has a diverse work experience in the financial industry. Jeff started their career as a Financial Advisor Intern at UBS in 2005. Jeff then joined Morningstar in 2006, where they held various roles, including Data Analyst, Account Executive, Client Solutions Specialist, Regional Sales Director, and Vice President of National Accounts. In these roles, they focused on sales, client support, and developing new business opportunities. In 2014, Jeff joined Fi360, a Broadridge company, as a National Account Director, where they worked with enterprise clients and prospects in the Western half of the U.S., identifying new business opportunities and providing ongoing support post-sale.

Jeff Hladun, AIF®, completed their education with an MBA from the University of Denver - Daniels College of Business, with a concentration in Finance, from 2012 to 2014. Prior to that, they obtained their undergraduate degree in Finance and Marketing from Loyola University Chicago, graduating in 2006. In addition to their educational background, Jeff has also obtained certifications such as the Professional Plan Consultant from Fi360, a Broadridge company, which they acquired in September 2015. Jeff also holds the Accredited Investment Fiduciary certification from the same institution, which they obtained in November 2014.