Jeff Golden

Jeff Golden has a diverse work experience that spans over several years. Jeff began their career as a Sales Rep at Oce in December 2000 and worked there until June 2002. Following this, they worked at Smith Barney as a Financial Advisor from June 2002 to February 2010. In February 2010, they joined William Blair & Company as a Managing Director, where they specialize in customized investments, asset allocations, financial plans, and tax strategies. Alongside their work, they also served as a Young Professional Board Member for the Better Government Association from 2013 to 2016.

Jeff Golden earned a Bachelor of Science (BS) degree in Business/Economics from the Virginia Military Institute, where they studied from 1995 to 1999. In 2002, they obtained certifications in Series 7, 63, and 65 from the Financial Industry Regulatory Authority (FINRA). In 2008, they received a Chartered Retirement Planning Counselor (CRPC) certification from the College for Financial Planning.