Onboarding & Integration Operations Manager
As onboarding and integration operations manager, Jeffrey will be responsible for providing operational support and leadership for the Onboarding & Integration team for the development of new offices, new and existing BAM firms, and for training new client service associates.
Jeffrey joined Buckingham through the 2014 merger with Hufford Advisors, where he served as chief compliance officer. Prior to joining Hufford in 2004, he spent eight years in the military banking and merchant services/bankcard sales units of National City Bank (now PNC). He also worked in the item processing and commercial lending units of Old National Bank.
Jeffrey earned his bachelor’s degree in business administration from California Coast University in 2003.