Jeff is a vice president, director, and senior private banker in Abbot Downing’s Palm Beach office overseeing banking and lending for families of significant wealth. Jeff joined the Abbot Downing team in January 2016 as a senior underwriter of banking. Prior to Abbot Downing, Jeff was a senior underwriter for five years in the Wells Fargo Private Bank where he managed a large custom credit portfolio.
Jeff has more than 20 years of experience in the financial services industry. He has worked for Wells Fargo for more than 16 years, with more than 11 years as an underwriter in The Private Bank and three years in the Business Banking Group as a principal relationship manager. Earlier in his career, Jeff worked for PNC Bank in commercial banking.
Jeff is a SAFE-registered mortgage loan originator (NMLSR ID 1549847).
Jeff earned a master’s degree in business administration from Wake Forest University in Winston-Salem, North Carolina, and a bachelor’s degree from Indiana University of Pennsylvania in Indiana, Pennsylvania.
Jeff and his wife reside in Jupiter, Florida, and enjoy spending time with their two daughters.