Investment Sales Officer
Jeff comes to Country Club Bank with more than 20 years of experience in fixed income. He has a broad background in trading, sales and management at the institutional level and has worked at several large financial firms such as LaSalle Bank, Raymond James, and UMB Bank. He has traded all taxable fixed-income products with significant experience trading mortgage-backed securities (MBS). More specifically, CMOs and commercial MBS. His experience also includes trading floating-rate CMOs, derivatives, and he has a background in structuring and analysis. Jeff has extensive relationships throughout the industry and offers a diverse understanding of the institutional investor working with community bankers, asset managers, insurance companies and hedge funds.
Jeff is a graduate of Missouri State University and is a licensed FINRA Series 24 principal, in addition, he holds FINRA Series licenses 7 and 63. His family currently lives in Leawood, KS. He is married to Cathi and has two children, Megan and Alex. He enjoys the outdoors, sports and is an avid golfer.