Jeff Coleman

Jeff Coleman, CFA, has a strong background in finance and sales operations, with experience at companies like Workiva and Principal Financial Group. Jeff has held roles such as Vice President of Sales Operations, Director of Sales Operations, and Financial Analyst. Jeff is dedicated to driving operational and strategic objectives, building infrastructure, and supporting sales teams to achieve exceptional results. Their education includes a CFA Charter, an MBA in Marketing & Finance, and degrees in Finance from Drake University and Iowa State University.