Board of Directors and Advisors
Jeff most recently spent 4 years at First Data as part of the senior leadership team recruited by KKR to turn around the 5th largest-ever LBO and served as a member of First Data’s Management Committee. Jeff played a key role in shaping the firm’s strategy and transformation which led to a successful IPO in the fall of 2015 and the firm now produces over $1B in annual free cash flow. Initially overseeing products, solutions and service delivery for First Data’s Global Business Solutions unit, his firm-wide responsibilities expanded to include pricing, client experience, sales and management information and enterprise programs. He also led the firm’s US Small Business unit, which represents a significant portion of firm revenue and profits.
Prior to First Data, Jeff served as Chief Operating Officer of Morgan Stanley Smith Barney. At Morgan Stanley, he was part of the new management team that led the successful integration of Smith Barney following its acquisition from Citigroup, which resulted in the client base and salesforce of the combined companies being stabilized, the quadrupling of profits and tripling of profit margins. Prior to joining Morgan Stanley, Jeff spent 7 years at J.P. Morgan Chase & Co in a variety of leadership roles as Executive Vice President and Managing Director. Among his responsibilities were leading JPMC Corporate Strategy and serving as Chief Operating Officer of J.P. Morgan’s Treasury and Securities Services businesses, where he managed 25,000 people in over 20 countries. He also served as Chief Operating Officer of the J.P. Morgan Private Bank and Private Wealth Management businesses, where he oversaw products and services in addition to the unit’s finance, strategy, technology and operations.
Earlier in his career, Jeff spent 10 years at Smith Barney in leadership positions including product management, strategy and finance. He served as Smith Barney’s Chief Operating Officer and Chief Financial Officer from 2000 to 2004.
He previously worked at McKinsey & Company as engagement manager advising major financial services, technology, media and retail companies from 1991 to 1994.
Jeff is a cum laude graduate in economics from the Wharton School at the University of Pennsylvania and received his MBA from Harvard Business School. He resides in Scarsdale, New York with his wife Amanda and teenage sons Andrew and Tyler.