Jeffrey Midgett Email & Phone Number

Jeffrey Midgett

Client Experience Manager at Farther | Dallas, Texas, United States

Jeffrey Midgett Socials
About Jeffrey Midgett

As the Client Experience Manager at Farther, Jeffrey Midgett leverages over five years of comprehensive experience in financial services, specifically within broker-dealer and investment management environments. His role is pivotal in enhancing client satisfaction and operational efficiency, as he adeptly manages an average of 30+ advisor tasks daily. These tasks encompass a wide range of responsibilities, including account opening, maintenance, transfers, and money movement, all of which are executed with a keen attention to detail and a commitment to excellence.

Jeffrey's expertise in client service and operational support is complemented by his strong leadership skills, which he utilizes to train and develop his direct reports. By focusing on task processing skills, he has successfully reduced errors by an impressive 32%, showcasing his dedication to operational excellence and team development. His ability to foster a collaborative environment not only enhances team performance but also contributes significantly to the overall client experience.

In addition to his operational responsibilities, Jeffrey is well-versed in navigating various financial systems, allowing him to streamline processes and improve efficiency across the board. His proficiency in financial reporting, budgeting, and relationship building positions him as a key player in driving Farther's mission to provide exceptional client service. With a solid foundation in trading and market experience, Jeffrey continues to refine his skills in financial modeling and onboarding, ensuring that clients receive the highest level of service tailored to their unique financial needs.

Jeffrey Midgett Work
1 experience icon

Client Experience Manager at Farther in February 2024 to Present

2 experience icon

Pricing Analyst at Foley & Lardner LLP in May 2023 to November 2023

3 experience icon

Analyst at Goldman Sachs in March 2021 to January 2023

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Jeffrey Midgett Education

Southern Methodist University, Master of Business Administration, November 2026

North Carolina Agricultural and Technical State University, Bachelor of Science, November 2026

Jeffrey Midgett Skills

Wealth Management Services

Customer Relationship Management (CRM)

Management

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About Jeffrey Midgett's Current Company
Frequently Asked Questions about Jeffrey Midgett

What is Jeffrey Midgett email address?

Email Jeffrey Midgett at [email protected] and [email protected]. This email is the most updated Jeffrey Midgett's email found in 2026.

What is Jeffrey Midgett phone number?

Jeffrey Midgett phone number is 2522297737.

How to contact Jeffrey Midgett?

To contact Jeffrey Midgett send an email to [email protected] or [email protected]. If you want to call Jeffrey Midgett try calling on 2522297737. (updated on August 26, 2024)

What company does Jeffrey Midgett work for?

Jeffrey Midgett works for Farther

What is Jeffrey Midgett's role at Farther?

Jeffrey Midgett is Client Experience Manager

What industry does Jeffrey Midgett work in?

Jeffrey Midgett works in the Financial Services industry.

Jeffrey Midgett Email Addresses

Email Jeffrey Midgett at [email protected] and [email protected]. This email is the most updated Jeffrey Midgett's email found in 2026.

Jeffrey Midgett Phone Numbers

Jeffrey Midgett phone number is 2522297737.
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