First Trust Portfolios
Jeff Pearse is an experienced sales professional with a diverse background in internal sales and financial advising. Currently serving as an Internal Wholesaler for UITs at First Trust since December 2022, Jeff previously held positions as Internal Sales Manager at GTreasury and Billtrust, where responsibilities included managing sales teams and client relationships. Early career achievements include a Financial Advisor role at AXA Financial, where Jeff provided comprehensive financial planning and strategic advice to clients. Additional experience includes serving as a Commercial Account Executive at AJ George & Associates Realty Group and a Jr. Financial Advisor at Morgan Stanley, contributing to significant revenue growth and client acquisition. Jeff holds a degree in Mathematics with a Business Minor from Indiana University Bloomington.
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First Trust Portfolios
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First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively First Trust) were established in 1991 with a mission