Jeffrey Jackson, CFA

Jeffrey Jackson is a seasoned finance professional with extensive experience in various roles in the financial industry. Jeffrey is currently the Chief Financial Officer at Meritize, a position they have held since April 2023. Before joining Meritize, Jeffrey was the CEO and CFO at Future • Finance from March 2018 to December 2022. Jeffrey also served as a Board Member during their tenure there.

Prior to their role at Future • Finance, Jeffrey founded and managed White Pine Advisors, a corporate advisory firm specializing in the Specialty Finance Sector. Jeffrey held the positions of Founder, Managing Principal, and CFO at White Pine Advisors from October 2013 to June 2018. In addition to their advisory work, Jeffrey acted as the interim CFO for various companies.

Jeffrey's career also includes significant experience at Ramirez & Co., Inc., where they served as a Managing Director and CFO of JV from May 2009 to June 2018. Jeffrey held the position of Vice President and Group Manager at Goldman Sachs from November 2004 to December 2008. Prior to that, they worked as a Vice President at UBS Investment Bank from September 1997 to November 2004 and as an Assistant Vice President at SunTrust Bank from January 1994 to September 1997.

Overall, Jeffrey Jackson's work experience showcases their expertise in finance, leadership, and corporate advisory services. Jeffrey'scareer progression and diverse roles have equipped him with a strong foundation in capital markets, financial management, strategic investments, and corporate restructuring.

Jeffrey Jackson, CFA has a Bachelor of Science in Business Administration (BSBA) with a focus on Finance from the University of Florida.