Exceptionally trusted; proven professional excellence.
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Jeff's Career Path
Jan. 2023 - Present
Atlas PointChief Technology Officer - Chief Information Security Officer
Charlotte, NCAtlas Point is a behavioral science and analytic platform providing insights to support more personal and personalized financial conversations. Atlas Point is a consulting firm focused on helping Financial Advisors differentiate their practice and grow business with greater momentum. Atlas Point offers assessments, training, and coaching. Financial Virtues, our primary assessment, integrates ...
New York, United States and RemoteI oversaw technology, engineering, product management, vendor management, IT operations, information security, finance, and data privacy. I led all aspects of cloud security, DR, and BCP while building an ISO27001-compliant program; and spearhead efforts to leverage blockchain technologies for distributed identity and verification. • Stabilized and focused the overwhelmed engineering team, tu...
Greater New York City AreaI propelled this first digital, cloud-based commercial bank in the US from startup through OCC charter, setting the technology operations strategy and overseeing all technology and information security—no security incidents while leading the team. • Led all technical efforts and grew a team of engineers to develop in-house APIs and mobile/web applications interfacing the core banking platform...