UMassFive College Federal Credit Union
Jeffrey Simpson, CFA has extensive work experience in the financial industry. JEFFREY started their career as the Chief Financial Officer at Lawrence Insurance-5, LLC in May 2013 and held the position until April 2017. Following this, they joined UMassFive College Federal Credit Union in May 2017 as the Chief Commercial Lending Officer, where they currently hold this role.
Jeffrey Simpson, CFA has a diverse education history. JEFFREY holds a Master's of Business Administration (MBA) degree from the Isenberg School of Management at UMass Amherst. Prior to that, they obtained a Bachelor of Arts (BA) degree in Political Science from Amherst College. Additionally, they are a Chartered Financial Analyst (CFA), having completed their certification through the CFA Institute. Furthermore, they have pursued studies in Accounting at the College of Our Lady of the Elms.
UMassFive College Federal Credit Union
As an independent not-for-profit cooperative financial institution, UMassFive College Federal Credit Union is owned by and operated exclusively for the benefit of our members. Our members include employees, students, and family members of the University of Massachusetts and the Five College systems. We also serve several smaller local educational and service organizations.