Jeff Poe is the Chief Financial Officer at Mariner Wealth Advisors, leveraging his expertise as a finance expert to guide the firms growth. His background includes a Master of Accountancy from Truman State University and a key role in raising capital for Mariners significant acquisition strategy. He is an award-winning executive, named CFO of the Year.
Growing up in Kirksville, Missouri, Jeffs values were shaped by his community and his first job at his fathers pharmacy. He was active in the Boy Scouts and learned about responsibility and commitment from local business leaders. He finds his greatest joy in watching others develop and succeed.
He learned the value of business networking at his fathers drug-store soda fountain, a popular gathering spot for local business figures in his hometown.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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