Jeff Goeser

Jeff Goeser has extensive work experience in various finance roles. Jeff started their career at EY where they worked as an Audit Staff before moving up to the role of Supervisory Senior. Jeff then joined Sprint, a Fortune 100 company, where they held multiple roles in Accounting, Corporate Strategy, and FP&A, receiving multiple company awards. After their tenure at Sprint, Jeff joined TD Ameritrade as a Senior Manager and eventually became a Managing Director, contributing to the company's significant growth in revenue, client assets, and employees. Currently, Jeff holds the position of Executive Vice President of Finance at Orion, a private equity-owned technology company focused on delivering SaaS and investment management solutions to financial advisors. In this role, they lead a team responsible for financial planning and analysis, investor and creditor relations, sourcing, business intelligence, pricing, competitive intelligence, and M&A support.

Jeff Goeser attended the University of Notre Dame where they obtained a BBA in Accountancy. Jeff also holds certifications as a CPA licensed in NE & KS.