Jeff OmdahlWestern Divisional Sales Manager
800-347-3539 x 2
Territories: Western U.S.
Years in industry: 30
Education: BA Finance from Brigham Young University, MBA from Golden Gate University, along with attending the Wharton School of Business's Sales Executive Program
Jeff is responsible for overseeing all sales activities in the Western Region, including training and presentations. He has been in the securities business for over 25 years, previously employed by ProFund Advisors since March of 2000. Before ProFunds, Jeff was the Western Regional Sales Manager for Rydex, where he oversaw the growth in the West and developed relationships with Schwab and Fidelity. In addition to ProFunds and Rydex, Jeff spent 12 years working for E.F. Hutton and Paine Webber as a Divisional Vice President and Branch Manager.
Jeff currently resides in Santa Barbara, CA with his beautiful wife and four daughters.
DEDICATED INTERNAL SALES TEAM
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
Director Broker Administration248-642-6640 Ext. 135
Luanne has been part of the Flexible Plan team since 1993.
Contact Luanne to schedule a meeting with Jeff.
Manager Client Services248-642-6640 Ext. 131
Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie for answers on investment platforms and their required paperwork for new client accounts.