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Jeff Callan has extensive experience in the financial industry, with a focus on management and profitability. Jeff most recently served as Vice President at Apple Federal Credit Union, overseeing their CUSOs. Prior to that, they were the Managing Director at TDECU Wealth Advisors and Senior Vice President/Managing Director at BankAtlantic. Jeff also held a role as Regional Sales Manager at Bank of America, where they achieved countywide sales and service goals.

Jeff Callan attended George Mason University from 2019 to 2022, where they earned a Bachelor's degree in Business, Conflict Resolution, and Communications. Jeff has also obtained a certification as a Certified Financial Planner from the CFP Board, although the specific month and year of obtaining the certification are not available.