Jeff Poe in

Jeff Poe

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Chief Human Resources Officer at Mariner
📍 Kansas City Metropolitan Area, United States

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.

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Experience
33 Years
Current Role
Chief Human Resources Officer
Job Level
Leadership
Location
Kansas City Metropolitan Area, United States
Personality Overview

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Decision Approach
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Priorities

Topics Jeff cares about

Capital Raising
As CFO, his primary role is to raise capital for Mariner Wealth Advisors' vigorous and ongoing acquisition strategy, helping the firm expand nationally.
Corporate Finance
As an award-winning CFO for a firm with over $100 billion in AUA, he has deep expertise in managing the financial operations of a fast-growing national advisory.
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Career

Work history

1-2025
Chief Human Resources Officer
Mariner
9-2023 - 12-2024
C-Suite Advisor and Consultant
Self-employed
10-2021 - 8-2023
Chief People Officer
Care Access
5-2019 - 10-2021
CHRO
E*TRADE Financial Corporation
8-2017
Chief Financial Officer
Mariner Wealth Advisors
In the press

Media appearances

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Education
Masters of Accountancy
Truman State University
Bachelor of Arts - Finance
Truman State University
1999 - 2001
MBA
University of Maryland - Robert H. Smith School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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