Managing Partner & COO
Jeff has honed his understanding of operational finance and leadership over the course of two decades in finance, real estate and technology. Most recently, he served as Chief Financial Officer of a Southwest-based commercial finance firm, where he oversaw a mid-eight figure balance sheet and negotiated and closed a $30 million non-recourse credit facility during the height of the 2008-10 credit crisis. He also handled acquisition and development initiatives for a California-based real estate private equity firm, creating millions of dollars in value through negotiation and asset management efforts. Jeff also spent several years in Silicon Valley negotiating dozens of technology licenses and strategic partnerships with leading software and hardware vendors, after beginning his career in investment banking.
Jeff is also a leader in the Dallas business community, serving as the President-Elect for the DFW Chapter of the Association for Corporate Growth (ACG) and as an Adjunct Professor of Finance at Southern Methodist University.
In his spare time, Jeff enjoys distance running, skeet shooting, playing the guitar and spending time with his wife and two children. He earned his BS in Finance from Miami University (Ohio) and his MBA in Entrepreneurial Management, Electronic Commerce, and Finance (triple major) from the Wharton School, University of Pennsylvania.