Best Part of My Job
Jeff joined Cornerstone Advisors in 2006 and has more than 15 years experience in the information technology industry. As Managing Director of Technology at Cornerstone Advisors, he is responsible for all aspects of technology including strategy, research and development, and technical operations. Prior to joining Cornerstone, Jeff was the Chief Technology Officer at ShareBuilder Corporation where he successfully led the design and development of ShareBuilder's unique online investing platform, including all aspects of brokerage accounting and trade processing, dollar-based order aggregation and business processes engineering. Prior, Jeff served as senior engineer at Bowne Global Solutions, a global leader in document management solutions. Jeff gains the greatest satisfaction when new and useful technologies are introduced to achieve even greater efficiencies and results for our clients.
Three Words That Best Describe Me
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Resourceful
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Compassionate
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Practical
Practice Emphasis
Jeff specializes in all aspects of technology for the firm including:
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Strategic planning
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Research and development
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Deployment of new technologies
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Technical operations
Ongoing Results
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Implemented successful new technology applications for many client activities and reports
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Lead business process engineering for Cornerstone Advisors
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Trained Cornerstone staff on new technologies and managed vendor relationships
Education
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University of Washington, BS in Geology
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Certificate in Investment Performance Measurement (CIPM)
Professional and Community Activities
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CIPM Association
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The Hope Project, Board of Directors, 2009 - present
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Lake Washington Girls Middle School, Technology Coordinator, 2008 - present
Best Part of My Job