Career Roadmap
Jeff's work combines: Business, Numbers, and Accomplishing Goals
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Day In The Life
Skills &
Education
Here's the path I took:
High School
Carle Place
Bachelor's Degree
Finance, General
Hofstra University
Here's the path I recommend for someone who wants to be a Personal Financial Advisors:
High School
Bachelor's Degree: Finance, General
Learn more about different paths to this career
Life & Career Milestones
My path in life took a while to figure out
1.
The first job in the banking industry.
2.
Obtaining my professional appraisal license.
3.
Always trying to improve on what I do.
4.
Meeting deadlines consistently.
5.
Producing a work product with minimal subsequent editing and/or corrections needed.
6.
Passing the 24-year anniversary in this profession.
Defining Moments
How I responded to discouragement
THE NOISE
Messages from Myself:
I'm not smart enough to do that.
How I responded:
I had an experienced mentor who was patient and showed me certain calculations, analyses, and other things. I then practiced and practiced until I consistently got the right answers, which helped me develop more confidence in myself. I later went on to become an instructor/mentor to others.
Experiences and challenges that shaped me
Analyzed my income and expenses, created a budget, lived within it.
Studied and aimed to be the best.