As a partner with Merrill’s Global Corporate & Institutional Advisory Services (GCIAS) Group, Jeff is responsible for institutional relationship management. Jeff works to help institutional clients meet the complicated challenges of helping their employees pursue financial wellness through retirement benefit plans and equity award programs. Jeff focuses on the development, marketing and relationship oversight of the organization within GCIAS that delivers “human capital” and a suite of executive services which includes full outsourcing strategies for Equity Plans1, 401(k) Plans, Nonqualified Deferred Compensation Plans1, Defined Benefit Plans1, 10(b)5-1 Trading Plans, Healthcare Benefit Accounts, and related services.

Jeff has been with Merrill since 2013 and has 25 years of experience in benefits administration. Prior to Merrill, he held the position of Benefits Director at Aon Hewitt (currently Alight Solutions), responsible for the delivery of defined contribution, pension, and health and welfare programs for several Fortune 500 clients. Prior to that role, Jeff served as a Defined Contribution Practice Leader, responsible for driving service excellence and product knowledge across teams and clients.

Jeff earned an undergraduate degree from Miami University in Ohio with a B.S. in Finance and holds FINRA Series 7 and 66 registrations. He is also a C(k)P® Certified 401(k) Professional, as well as a CIMA® professional focusing on investment management consulting and he holds the CPFA® designation.

Jeff resides in Atlanta with his wife Amy and their four children.

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