Jeff Weinmann
" The operational success of our practice depends upon my competence and decision-making abilities, and I seek to create the highest level of efficiency possible to help our clients meet their administrative needs accurately and effectively."
HOW I CAN HELP YOU
Jeff’s primary responsibilities include account maintenance, client service, quarterly and annual reporting, and support for the principals, partners and client relationship managers of the firm.
WHAT MAKES ME KNOWLEDGEABLE
Jeff brings more than 10 years of experience in operations management within the financial services industry to the team. Previously, he spent nearly 10 years in nonprofit management, working for organizations that serve disadvantaged youth and providing programs for literacy, education, healthcare and economic development.
GETTING TO KNOW ME
In his free time, Jeff likes to cook, travel, watch movies and spend time with his family.