Professional Summary
Professional Overview
Jeff Poe is an experienced financial executive with a strong track record of driving strategic growth and operational excellence. As the Chief Financial Officer at Mariner Wealth Advisors, he leverages his expertise in financial management, corporate finance, and business strategy to support the firm's expansion and enhance its financial performance.
Experience Summary
Current Role
As the Chief Financial Officer at Mariner Wealth Advisors since 2017, Jeff is responsible for overseeing the firm's financial operations, including financial planning, budgeting, reporting, and risk management. He plays a crucial role in aligning the company's financial strategy with its overall business objectives, ensuring efficient resource allocation and maintaining financial stability.
Career Progression
Prior to his current role, Jeff held various leadership positions, including serving as the President of Pitt Plastics/Inteplast Group and Waechtersbach USA. In these roles, he demonstrated his ability to drive organizational growth, optimize operational efficiency, and enhance profitability. Jeff's diverse experience also includes a stint as an Executive in Residence at Pittsburg State University, where he provided strategic guidance and mentorship to aspiring business leaders.
Academic Background
Jeff holds a Bachelor's degree in Accounting from the University of Kansas. He is a certified public accountant (CPA) and has also completed executive education programs, further enhancing his financial management and strategic decision-making skills.
Areas of Expertise
- Financial management and strategic planning
- Corporate finance and capital restructuring
- Mergers, acquisitions, and integration
- Risk management and compliance
- Business strategy and operational optimization
- Leadership and team development
Professional Impact
Throughout his career, Jeff has played a pivotal role in driving the financial and operational success of the organizations he has served. His strategic vision, financial acumen, and collaborative leadership style have enabled him to deliver measurable results, including improved profitability, enhanced operational efficiency, and successful integration of acquired entities.
Conclusion
With his extensive experience, technical expertise, and strong leadership skills, Jeff Poe is a valuable asset to Mariner Wealth Advisors. As the Chief Financial Officer, he is poised to continue driving the firm's financial performance and supporting its growth initiatives, while contributing to the overall success of the organization.
