In addition, to serving as Managing Director, Sales and Distribution, Jeff is also is a member of the Investment Policy Committee. Mr. Anderson has 28 years of financial services experience.
Mr. Anderson previously served as President of StandSure Wealth Management an independent investment advisory firm. Prior to founding StandSure Wealth Management in 2003 Mr. Anderson worked for Smith Barney as a Financial Consultant (1996-2003) and Tullett and Tokyo Forex as an inter-bank broker (1989-1996).
Mr. Anderson holds an MBA from Pepperdine University (1993) and a BA from the University of California, Los Angeles (1989). In addition, he also holds a Professional Certificate in International Business from the Thunderbird School of Global Management (1990) and attended the graduate seminar of International Finance at City University, London (1989).