OUR TEAM | BIO

Carnegie Investment Counsel (a Clearpoint business partner)

Jeff possesses 30 years in the financial services/retirement benefits operations area. His past experience includes Product manager at PNC Bank for Common/Collective Funds, Back Office manager at PNC Bank for the areas of Investment Accounting, Distributions and Quality Control/Reporting at PNC; Reporting, Reconciliation and Quality Control at Federated Investors and Client Service Administrator at Riversedge Advanced Retirement Solutions.

He earned his BS in Accounting form Robert Morris University in Pittsburgh.