Strategic View Advisors
Jeff Hennings, CFA, currently serves as the Director of Investment Operations at Strategic View Advisors since March 2019 and previously held the position of Investment Operations Manager. Prior to this role, Jeff worked as an Investment Relationship Officer at City National Bank from February 2018 to March 2019. Jeff’s earlier experience includes serving as a Senior Analyst in Investment Advisory Compliance and as a Trading and Brokerage Services Representative at National Planning Corporation from July 2014 to December 2017. Additionally, Jeff worked as a Broker Transfer Specialist at Curian Capital from May 2013 to July 2014 and gained experience as an eCommerce Merchandising/Planning Intern at Giantnerd® in 2012. Jeff holds a Bachelor of Arts in Economics from the University of Colorado Boulder, awarded in 2012.
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Strategic View Advisors
The mission of Strategic View Advisors is to maximize the talents and passions of our team members for the benefit of our clients. We collaborate with our clients to understand their goals and develop innovative planning strategies to align their wealth with their values. We measure success by the trust and confidence placed in us, and our vision is for those who partner with us to Achieve Financial Peace of Mind™.