Mr. Jeff F.
Jorgensen is Chief Operations Officer at The Institute for Wealth Management LLC.
Prior to joining The Institute for Wealth Management, he was with Columbia Management Services, the mutual fund transfer agency service center for Columbia Funds.
There, he was rapidly promoted from customer service representative to high-producing broker representative and then to corporate trainer.
As a trainer, he became a key member of the team tasked with relocating and training the staff of a new call center operation.
Mr. Jorgensen background includes five years as the accounting and operations liaison for The Campbell Group, a Portland Oregon-based investment firm, where he initiated and developed an automated system to enhance the efficiencies of reporting operations.
He was also with New York Life Insurance Company for three years, where he managed a local office and developed his book of business.
Mr. Jorgensen is a graduate of Western Washington University where he earned a bachelor’s degree in business administration with a focus in entrepreneurial management and a minor in accounting.
