Jeff Curl

Energizer
DISC Type : I

Associate Board Director at OCCU | Oregon Community Credit Union

Eugene, Oregon, United States

Overview

Jeff Curl is the Owner and Chief Financial Officer of United ACA Solutions, specializing in financial services and business planning. A graduate of the University of Oregons business school, he has a demonstrated history of operations management and designing Affordable Care Act administration services for large employers.

He is actively involved in his community, serving as an Associate Board Director for the Oregon Community Credit Union. His background includes time as an officer in the US Army, reflecting a strong commitment to service and team building, an interest he maintains through his alumni connections.

Unique fact: Jeff is a graduate of the United States Military Academy at West Point.

Personality Overview

Big Picture Person

Full Of Energy

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

ACA Compliance
He has architected and implemented full-service Affordable Care Act 'Pay or Play' administration services for employers.
Financial Operations
As a CFO and business owner, he has extensive experience in business planning, operations management, and financial strategy.
Credit Union Governance
He serves as an Associate Board Director for Oregon Community Credit Union, indicating a strong interest in local financial institutions.

Media Appearances

Jeff has no verified media appearances

Work History

4-2024 - 3-2025
Associate Board Director at OCCU | Oregon Community Credit Union
8-2021
Owner & CFO at United ACA Solutions
8-2021 - 7-2023
Regional Vice President at EGPS
3-2010 - 8-2021
Senior Partner and Architect, Full Service Affordable Care Act Administration Services at Summit Benefit and Actuarial Services, Inc.
3-2010 - 8-2021
Senior Partner and Architect ACA Service Model at Summit Benefit and Actuarial Services, Inc.

Education

1992 - 1994
Masters of Business Administration from University of Oregon Lundquist College of Business
1979 - 1983
Bachelor of Science from United States Military Academy at West Point

More Information

Social Presence :

Prographics :

Exp : 42 Location : Eugene, Oregon, United States Job Level : Leadership Designation : Associate Board Director at OCCU | Oregon Community Credit Union

Interested in

Sports

Sport Parachute Team

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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jeff

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jeff take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jeff

Personality Compatibility


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