Jeffrey Maxwell
About Jeffrey Maxwell
Jeffrey Maxwell serves as the Head of Distribution at Haven Technologies, a position he has held since 2021. With a strong background in sales support and talent development, he has over two decades of experience in the financial services industry.
Work at Haven Technologies
Jeffrey Maxwell has served as the Head of Distribution at Haven Technologies since 2021. In this role, he is responsible for overseeing distribution strategies and operations within the organization. Prior to this position, he worked as the Head of Advisor Success at Haven Technologies from 2018 to 2021, where he focused on enhancing advisor performance and client engagement.
Previous Experience in Financial Services
Before joining Haven Technologies, Jeffrey Maxwell held several positions at Prudential Financial. He was the Vice President of Sales Support from 2014 to 2017 and the Vice President of Sales Training and Talent Development from 2017 to 2018. His earlier roles at Prudential included Assistant Vice President of Sales Training and Internal Sales from 2012 to 2014. Additionally, he worked at The Hartford in various capacities, including Business Consultant, Assistant Director, and Regional Sales Director.
Education and Expertise
Jeffrey Maxwell holds a Bachelor of Science (BS) and a Bachelor of Arts (BA) from Seattle University, where he studied Finance, Marketing, and English. He also earned a Master of Business Administration from the University of Notre Dame - Mendoza College of Business. His educational background supports his expertise in talent development and sales training.
Leadership and Development Strategies
In his professional roles, Jeffrey Maxwell has developed customized strategies for talent development that combine in-job experiences, academic learning, and coaching. He utilizes a diverse range of leadership styles to meet objectives effectively and efficiently. His approach emphasizes continuous improvement and relationship building within professional environments.