- BS and MBA in Finance, Santa Clara University
Jeff is responsible for client account data management. His duties are new client account set up, cost basis data entry and maintenance of all account settings. Prior to joining Bingham, Osborn & Scarborough, Jeff spent seventeen years at Franklin Templeton Investments in a variety of roles beginning in Fund Accounting. Over the past ten years, Jeff was responsible for managing the Portfolio Administration team responsible for reconciliation, account maintenance, and performance reporting for the Franklin Templeton Separately Managed Account business.
Jeff lives in Foster City with his wife and two daughters.