Managing Director, Trading & Education
Charles Schwab & Co. Inc.
Jeff is a strategic leader in the Trading and Education organization, the team responsible for driving superior end-to-end experiences, rooted in innovation, for trader clients. He has held a number of different roles over the last 28 years with a focus on trading and derivatives. Jeff is a graduate of Hanover College (IN) with a business degree and holds FINRA/NFA Series 3, 4, 7, 9, 10, 24, and 63 licenses.