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Jeffrey Schmitz, CPCU has a diverse background in the insurance industry. Jeffrey started their career at AIG as an Underwriting Manager from 1991 to 1995. Jeffrey then worked as a Commercial Insurance Broker as an Independent from 1995 to 2005. In 2006, they joined UPAC Premium Finance as a Vice President until 2007. Currently, they serve as the Senior Vice President at BankDirect Capital Finance, where they develop and manages Commercial Insurance Premium Finance, focusing on building and maintaining agent/broker relationships.

Jeffrey Schmitz, CPCU attended Hofstra University from 1985 to 1987, where they obtained a Bachelor of Arts degree in Finance.