Jeff W.

Jeff W. has extensive work experience in the financial industry. Jeff currently holds the position of VP of Advisory Services at GTE Financial, a role they have been in since February 2023. Prior to this, they served as the VP of CUSOs & Wealth at the same company from February 2021. Before joining GTE Financial, Jeff held the position of Managing Director at GTE Investment Group from July 2019 to February 2021.

Before their time at GTE Financial, Jeff worked as an Investment Executive at Fifth Third Securities from November 2017 to July 2019. Jeff also had a stint at J.P. Morgan as an Executive Director - PCA, starting in December 2013 and ending in October 2016.

Prior to J.P. Morgan, Jeff worked at Citizens Bank as a Senior Regional Sales Manager from February 2012 to December 2013. Jeff began their career at Huntington National Bank, where they served as SVP- Senior Area Manager from December 2005 to February 2012.

Lastly, Jeff held the role of VP-Executive Director at J.P. Morgan from July 2002 to July 2005.

Jeff W.'s education history includes attending the Florida State University College of Law, although the start and end years are not specified. Jeff also attended Aquinas College - Grand Rapids, but the start and end years are not provided for this institution either. No specific degree or field of study is mentioned for either college.

In addition to their education, Jeff W. has obtained various certifications. Jeff obtained the 2-20 Property and Casualty certification from the Florida Department of Insurance in May 2021. Jeff also obtained the 2-15 Life and Health certification from the same institution, although the exact month is not specified, in 2013. Finally, Jeff W. has certifications in SERIES 7, 63, 65, 24, and 9 from the Financial Industry Regulatory Authority (FINRA), but the specific dates of obtaining these certifications are not provided.