Jeffrey M. Zielinski has extensive experience in the financial services sector, particularly in retirement plan consulting and relationship management. Currently serving as Director of DCIO Global Relationship Management & Agency Workplace Retirement at New York Life Investments since January 2015, Jeffrey has held positions such as National Relationship Manager and DCIO National Account Manager. Prior to New York Life, Jeffrey worked as Retirement Services District Manager at ADP and as Private Client Banker at JP Morgan Chase Bank, N.A. Jeffrey holds a Master of Public Administration from Fairleigh Dickinson University and a Bachelor of Arts from Caldwell University, as well as designations including Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning.
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