Jeffrey brings over 30 years of banking and capital markets experience, with particular depth in broker-dealer management, strategic planning, and financial performance improvement; he joined the firm in 2021.
He spent the majority of his career at The Bank of New York Mellon in a series of Managing Director roles – COO and head of the broker-dealer for BNY Mellon Capital Markets, CFO and Finance and Operations Principal at Mellon Financial Corporation, and business development and relationship management leadership. As COO, he managed all business activities for a fixed income and equity institutional broker-dealer, achieving consistent sales growth while improving operating margins and mitigating risk. He has also led the conversion of a bank dealer to a general securities broker-dealer through FINRA membership, managed a funding ATS, and guided numerous initiatives across securities lending, product development, and operational process re-engineering. At CRC Oyster, Jeffrey provides customized solutions to help institutions, broker-dealers, and advisors expand products and services, optimize trading and sales processes, and improve operating margins.
Jeffrey holds an MBA in Finance from Duquesne University and a Bachelor of Science in Accounting from Penn State University, and maintains Series 7, 24, 27, and 63 securities licenses.
