Jeff Hladun, AI F®
About Jeff Hladun, AI F®
Jeff Hladun serves as the National Account Director at Fi360, a Broadridge company, where he has worked since 2014, focusing on enterprise clients in the Western U.S. He has extensive experience in sales and account management, having previously held various roles at Morningstar.
Work at Fi360
Jeff Hladun serves as the National Account Director at Fi360, a Broadridge company, since 2014. In this role, he has developed a new sales vertical focused on enterprise clients, including broker-dealers, registered investment advisors (RIAs), recordkeepers, and mutual fund companies in the Western U.S. His responsibilities include working closely with decision-makers and C-level executives to identify new business opportunities and provide ongoing support post-sale. Hladun plays a pivotal role in the development and execution of enterprise implementation plans, which encompass custom software configurations and data aggregation.
Previous Experience at Morningstar
Before joining Fi360, Jeff Hladun held various positions at Morningstar. He worked as Vice President of National Accounts from 2013 to 2014, where he managed key client relationships. Prior to that, he served as Regional Sales Director from 2009 to 2013, and as Account Executive in 2007. Additionally, he worked as a Data Analyst in 2006 and as a Client Solutions Specialist in 2008. His diverse roles at Morningstar provided him with extensive experience in sales, client management, and data analysis.
Education and Expertise
Jeff Hladun studied at Loyola University Chicago, where he earned a degree in Finance with a concentration in Marketing from 2003 to 2006. He furthered his education at the University of Denver - Daniels College of Business, obtaining a Master of Business Administration (M.B.A.) with a concentration in Finance from 2012 to 2014. His educational background equips him with a strong foundation in financial principles and business strategies.
Internship Experience at UBS
In 2005, Jeff Hladun completed a Financial Advisor Internship at UBS in Greater Chicago Area. This internship provided him with initial exposure to the financial services industry, allowing him to gain practical experience in client advisory and financial planning.