Jeffrey's primary responsibilities include telephone support, client training, and serving as a Relationship Manager in our Gift Administration Services area. Jeffrey previously worked at State Street Bank for 19 years, including 11 years in the Charitable Asset Management Department. His expertise in the administration and investment management of planned giving programs brings value-added support for our Gift Administration clients. He also has extensive experience with endowment funds and private foundations. Since joining PG Calc, Jeffrey has also served as a Product Manager and as a Senior Sales Representative. Jeffrey earned a B.A. in Economics at Harvard College and is a graduate of The New England School of Banking at Williams College.
Senior Client Services Advisor