
Jeff Gerard
Transfer Department Manager
Jeff is a graduate of St. John’s University in Jamaica, NY. He has over 15 years of experience in the financial industry, including sales, investor relations, and operations. He is the director of the transfer department, in charge of the tracking of policies from the point of initial application until the policy is issued by the carrier.
Jeff resides in Stamford, CT where he enjoys spending time with his family. He is an avid sports fan and spends most of his spare time doing physical activities such as playing sports and weight training.
You deserve to not have to worry about your financial future, and to work with a team where everyone knows your name.