Jeffrey Captain, CFA, is currently the Senior Director of Finance at Paylocity. They previously held various roles at Paylocity, including Corporate Development Manager and Finance Manager, where they managed the research and development budget and developed long-term financial models. Prior to this, Jeffrey worked as an Associate Analyst at Stifel Financial Corp., covering over 20 publicly traded companies within the enterprise software sector from 2014 to 2020. They also gained experience through internships at Travelers and Bank of America, focusing on credit strategy and underwriting. Jeffrey earned a Bachelor of Business Administration in Finance and Analytical Consulting from Emory University’s Goizueta Business School in 2013.
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