Jeff Seiter, Analyst, Advisory Operations and Supervision
Jeff is responsible for educating advisors on operational processes, providing training on our technology solutions, communicating compliance procedures, and consulting on portfolio management best practices. He is continuously searching for new ways to better support our investment advisory representatives so that they can better serve their clients. No matter which hat he’s wearing, Jeff’s objective is simple – provide a customized, intelligible RIA experience to empower independent financial advisory firms.
Jeff is a graduate of Georgia Institute of Technology’s Scheller College of Business and holds a BSBA with a concentration is finance. He also holds the Series 65 registration.