Consultant, CXLign –– Banking
With Rivel since 2020
Jeff is responsible for strengthening and expanding Rivel's CXLign – Banking research products, which focuses on institutions in California, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, and Texas. He works closely with the division’s Managing Director, Bruce, and Director of Business Development, Linda. Using data from the Banking Benchmarks, Jeff consults with bank executives on customer growth and retention, customer experience, branch expansion, technology and marketing initiatives.
Prior to joining Rivel, Jeff spent more than 20 years in sales and business development on both the retail and institutional side of the investment/financial services marketplace.
Jeff likes to stay fit and for eight years owned his own business in the fitness industry. He also likes to travel and spend time with his kids. His favorite book is “Bonfire of the Vanities” by Tom Wolfe.
He earned a BS in Finance from the University of Connecticut and an MBA from Fairfield University.