Meet Our Team
Get to know the defined benefit plan consultants behind our success
Jeff is a member of the senior leadership team at October Three, where he focuses much of his efforts on large plan account relationships within the administration practice. Jeff also plays a lead role in fostering our relationships with third party advisors and consultants, and oversees October Three’s Boston office.
With over 30 years of experience in all aspects of benefit plan design and administration, Jeff specializes in consultative relationships with a passion for solving client problems. He has a track record of building strategic relationships that promote customer retention and loyalty among some of the largest plan sponsors in the country.
Jeff comes to October Three from Xerox HR Services where he was a Principal in their total benefits outsourcing practice. Jeff was lead account executive for some of their largest clients, including United Technologies and Raytheon. He held similar senior relationship management positions at ExcellerateHRO, and Fidelity Investments, where he was lead account executive for General Motors. Jeff’s actuarial background gives him the unique ability to understand complex retirement issues, but his early career in teaching and education gives him the ability to communicate in plain and simple English.
Jeff is an Associate of the Society of Actuaries (ASA), and an Enrolled Actuary (EA) under ERISA. He received his B.A. in Economics & Mathematics from Dartmouth College.