Strategic Advisor — JD
As an Assistant Vice President in MassMutual’s Advanced Markets organization, Jeffrey leads a team of professionals focused on providing Estate and Business Planning support to the MassMutual Agents and Financial Planners. In that role, Jeffrey strives to challenge the status quo to drive growth and innovation within the Advanced Sales profession. His Advanced Markets team is focused on activity generation, comprehensive case consultation, and accountable metric tracking.
Jeffrey is deeply connected to many key Advanced Sales Industry organizations. He has been a member of the LIMRA Advanced Sales Committee for over 20 years. Jeffrey is a member of AALU and a regular presenter of development sessions at its Annual Meeting. He maintains a strong business connection with MassMutual’s Diverse Markets efforts including support for the LGBT market, women business owners, and Supplier Diversity. Jeffrey has extensive client engagement experience and possesses exceptional training and presentation skills with a focus on demystifying technical advanced sales concepts to help inspire clients to take control and achieve their unique goals and objects.
Jeffrey has worked at MassMutual since July of 2016. Prior to joining MassMutual, Jeffrey worked in a similar role at MetLife from 1991 to 2016. Prior to joining MetLife, Jeffrey served as Associate Counsel, Director Advanced Markets for Mutual Benefit Life in Newark, NJ, and as Advanced Underwriting Attorney for Aetna Life and Casualty in Bridgeport, CT. Jeffrey is a graduate of George Washington University in Washington, D.C., and the University Of Bridgeport School Of Law in Bridgeport, CT.