Jeffrey is a Partner at Proton Partners with extensive investment banking experience focused on the FinTech, software, and data sectors. His background includes roles at Financial Technology Partners and Marlin & Associates. He holds Series 7, 63, 86, and 87 licenses and earned a Bachelor of Business Administration from Villanova University.
Outside of his professional work, Jeffrey supports community causes, including The Childrens Village, an organization dedicated to helping vulnerable children and families. His interests also suggest a strong focus on business and technology trends, following companies like Amazon, PayPal, and Visa.
He has a keen and specific interest in the growth and opportunities within the Latin American FinTech ecosystem.
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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