Jeff Freeman, CFA, CFP®, serves as the Director of Consultant Relations at Vanguard, focusing on enhancing relationships with Key Account consulting firms. With a strong background in sales, financial planning, and investment analysis, they previously held roles such as Regional Director on the Insurance General Accounts team and sales executive for institutional investors. Jeff earned an MBA in Finance from Saint Joseph's University and a BSBA in Finance from John Carroll University. They have a track record of developing investment solutions for insurance companies and high net worth shareholders.
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