Jeffrey Feitt, AIF®

Jeffrey Feitt, AIF®, has a diverse range of work experience in various industries. Starting in 2012, they worked as a Mortgage Consultant at American Equity Mortgage, where they excelled as a top producer nationwide, providing customers with personalized mortgage products. In 2014, they transitioned to the insurance industry as a Licensed Insurance Producer-Property & Casualty at Automatic Data Processing Insurance Agency, specializing in Workers Compensation insurance and Business Owners Policies. In 2015, they joined Puritan Financial Companies, Inc. as an Account Executive and later became a Senior Account Executive. In 2016, Feitt joined ComDoc, Inc. as an Account Manager, responsible for managing and growing existing business while driving new business opportunities by selling Xerox products and services. From 2017 to the present, they have been an integral part of Fi360, a Broadridge company, holding roles such as Business Development Consultant and National Account Director. Fi360 offers solutions for financial intermediaries to implement prudent fiduciary practices.

Jeffrey Feitt, AIF®, earned their Bachelor of Business Administration degree in Finance from Robert Morris University, where they studied from 2007 to 2011. In addition to their formal education, Feitt has obtained various certifications and licenses to further enhance their professional skills. In 2012, they became a licensed Mortgage Consultant through the Pennsylvania Department of Banking. In 2014, Feitt obtained multiple licenses as a Property & Casualty Agent from the California Department of Insurance, the Florida Department of Financial Services, the New York Department of Financial Services, and the Pennsylvania Department of Insurance. In 2015, they also acquired certifications in Accident and Health, Casualty and Allied Lines, Life and Fixed Annuities, and Property and Allied Lines from the Pennsylvania Insurance Department. Furthermore, Feitt earned the title of Inbound Sales Certified from HubSpot Academy in 2017. Finally, in 2018, they achieved the Accredited Investment Fiduciary designation from Fi360, a Broadridge company.