Principal, Financial Services Industry Portfolio Lead
Joined CapTech /
Based in /
Jeff is passionate about building accounts and enjoys the wide array of challenges that comes with his responsibilities.
He enjoys constructing account roadmaps, solving the next challenge or opportunity needed to succeed, and partnering with clients and CapTech consultants to understand their goals. He’s an advocate for fellow CapTechers, sharing feedback and identifying opportunities for growth and leadership.
With more than 25 years’ experience within Financial Services, Jeff has executed large programs and built systems and processes across many products and services. He also has experience in the Energy and Retail space, implementing ERP systems and developing products.
CapTech, he says, is a special place where teammates can succeed in many ways. He’s excited about what’s next for the company.
More About Jeffery
Financial Services Portfolio Lead
Alma Mater /
University of South Carolina, BA, Business Administration and Management
Did You Know? /
Jeff has lived in many states but spent most of life in North and South Carolina. During his teenage years, he lived on a large farm in Oklahoma where he learned how to ride horses and participated in rodeos. Some of his favorite activities are playing beach volleyball (he has his own court), spending family time with his wife and three kids, and visiting nearby Charleston, SC.