As Upgrade’s CFO, Jeff is focused on building the finance, HR and real estate functions to support the company’s growth.
Prior to co-founding Upgrade, Jeff built and ran the Investor Group at Lending Club sourcing more than $15 billion in capital from retail, institutional and financial institutions. The role also entailed managing platform funding balance matching investors with borrowers to fund loan products. Before moving to the Bay Area, Jeff was an investment banker for 8 years at Morgan Stanley, Greenhill and SunTrust providing M&A advice and raising capital primarily for financial institutions.
Jeff holds an MBA from Harvard Business School and a BBA from The University of Georgia. He enjoys skiing with his family and watching college football.
Upgrade
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Upgrade is a neobank that offers credit to mainstream consumers through cards and personal loans, together with free credit monitoring and education tools that help consumers understand and manage their finances. Upgrade Card provides an innovative credit card that brings the low cost and responsible credit of installment lending to millions of retail locations in the U.S., while Upgrade Account is a mobile banking product offered to mainstream consumers.