Geoffrey B. "Jeff" Smith

Jeff Smith Photo

Institutional Fixed Income Sales Representative

As an Institutional Fixed Income Sales Representative for Balance Sheet Solutions, Jeff Smith provides securities sales coverage to credit unions and other financial institutions throughout the United States. For nearly ten years, Jeff serves as an independent contractor for CU Investment Solutions, Inc., the wholly owned broker-dealer CUSO of a consortium of ten corporate credit unions.

Professional Experience

Prior to joining Balance Sheet Solutions in March 2015, Jeff was the Director of Investment Sales for SunCorp, where he provided sales coverage to institutional clients, including financial intermediaries, money managers, and investment advisors. Jeff began his career with Goldman Sachs, and worked with Drexel Burnham and Merrill Lynch on the primary dealer side. He then moved to the regional dealer community where he was National Taxable Securities Sales Manager for Dain, Rauscher Corporation.

Education, Credentials

Jeff holds his Bachelor’s Degree and Masters of Business Administration from Indiana University. In addition, he holds the Series 5, Series 7, Series 8 and Series 63 licenses. Jeff is also a Vietnam veteran; he served as an officer in the Supply Corps, USN, and received an honorable discharge.