Jeff Jorgensen

Jeff Jorgensen has over 10 years of experience in the financial industry. Jeff started their career at SunGard as a Senior Sales Executive from September 2007 to September 2014. Jeff then joined First Rate, Inc as a Senior Wealth Management Sales Executive and Account Manager from August 2013 to August 2015. Jeff continued to grow their expertise at Wolters Kluwer Tax & Accounting US, where they worked as a Senior Relationship Manager from September 2015 to October 2019. Currently, they serve as the Director of Institutional Sales at R&T Deposit Solutions, a position they have held since November 2019.

Jeff Jorgensen attended the University of Nebraska-Lincoln from 1989 to 1994. However, no information is provided about the degree they pursued or the field of study they focused on during this period.