Foundation Source
Jeffrey Press is an Associate Director of Client Services at Foundation Source since November 2014. Previously, Jeffrey worked as a Client Associate at RBC since May 2013, and as a Relationship Services Associate at Private Client Resources, LLC in 2012. Earlier in their career, Jeffrey held roles as a Managed Accounts Specialist, Performance Report Analyst, and Client Services Specialist at UBS from June 2005 to March 2012. Jeffrey graduated from Marist College with a Bachelor of Arts in Communications in 2002.