Meet Your Coach
Jeff Squires
Jeff has over 30 years of experience, serving as CCO for advisers of various sizes prior to transitioning to a consulting role two decades ago. He has worked with advisers of all types and has coached investment adviser compliance professionals at all levels. Jeff has about seen it all, and he will help you unlock your career potential. His deep understanding of compliance programs goes beyond the rules.
You will receive expert guidance from an industry veteran taking an active interest in your career growth.
We will also bring in other industry experts to enhance your experience.