Jeffrey Daby
About Jeffrey Daby
Jeffrey Daby serves as the Vice President & Marketing Director at Associated Pension Consultants, focusing on business development and client education in plan design and tax planning strategies.
Jeffrey Daby, Vice President & Marketing Director at Associated Pension Consultants
Jeffrey Daby serves as the Vice President and Marketing Director at Associated Pension Consultants. In his role, Jeffrey focuses on cultivating new business opportunities and educating clients and financial professionals about the intricacies of plan design, tax planning strategies, and their integration with successful business development. He maintains a high-touch service model that is both efficient and fosters close relationships.
Jeffrey Daby's Education: Bachelor of Science from UCLA
Jeffrey Daby earned his Bachelor of Science degree from the University of California, Los Angeles in 1999. This educational background has provided him with a solid foundation for his career in financial services, particularly in his current position as Vice President and Marketing Director at Associated Pension Consultants.
Jeffrey Daby's Training Expertise in Tax Preparation and Financial Advice
Jeffrey Daby is actively involved in providing training to professionals in the tax preparation and financial advice sectors. His training focuses on the complexities of plan design and tax planning strategies, helping professionals integrate these into successful business development. This role highlights his commitment to educating and empowering his clients and colleagues.
Jeffrey Daby's Outdoor Interests
Jeffrey Daby is a passionate outdoorsman with particular interests in hunting, fishing, and water sports. These activities reflect his love for the outdoors and provide him with a balanced lifestyle outside of his professional commitments.
Jeffrey Daby's Resident Life in Shingle Springs, CA
Jeffrey Daby resides in Shingle Springs, California with his wife, Leahe, and their sons, Gavin and Austin. His home life in Shingle Springs provides a supportive environment for his professional endeavors and personal interests.