Jeffrey is a Managing Director at TAG Financial Institutions Group, LLC with more than 15 years of investment banking experience in the insurance industry. Prior to joining TAG Financial, Jeffrey was a Managing Director at StoneRidge Advisors where he was responsible for sourcing and executing insurance industry investment banking assignments. Prior to Stoneridge, Jeffrey was a Managing Director at Oppenheimer & Co. where he originated and executed a broad range of capital raising and merger and acquisition transactions across the Life, P&C and Reinsurance sectors. Before joining Oppenheimer, Jeffrey was a Managing Director at Deloitte & Touche Corporate Finance LLC and Vice President at ABN AMRO focused on investment banking transactions to the insurance industry. Jeffrey has an MBA from NYU's Stern School of Business and a BBA from Temple University.
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