Jeff Wheatley
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Jeff Wheatley Email & Phone Number

Portfolio CFO | Global Finance Executive | Board Member | Strategy Development | Operational Excellence | M&A at Milestone Partners
Location: Greater Philadelphia, United States, United States 13 work roles 1 school
1 work email found @milestonepartners.com 3 phones found area 303 and 610 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@milestonepartners.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Portfolio CFO | Global Finance Executive | Board Member | Strategy Development | Operational Excellence | M&A
Location
Greater Philadelphia, United States, United States
Company size

Who is Jeff Wheatley? Overview

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Quick answer

Jeff Wheatley is listed as Portfolio CFO | Global Finance Executive | Board Member | Strategy Development | Operational Excellence | M&A at Milestone Partners, a company with 29 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at milestonepartners.com, phone signal with area code 303, 610, and a matched LinkedIn profile for Jeff Wheatley.

Jeff Wheatley previously worked as Portfolio Chief Financial Officer at Portfolio Cfo and President at Jjw Management Services, Llc. Jeff Wheatley holds Bachelor Of Science from Baker University.

Company email context

Email format at Milestone Partners

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{first_initial}{last}@milestonepartners.com
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AeroLeads found 1 current-domain work email signal for Jeff Wheatley. Compare company email patterns before reaching out.

Profile bio

About Jeff Wheatley

Business, and life, is about change and evolution. If you can't handle rapid change then you're always going to be a step behind - working off yesterday's headlines with yesterday's facts. But if you're willing to accept and embrace change, you'll always be ahead of the pack and can help lead others to better decisions and results. Keep in mind the words of William Maugham - "Life is change - growth is optional." It's up to each of us to decide how we want to deal with change - but we will have to deal with it.I am comfortable dealing with the changes that occur daily within fast-growth businesses. Much of my career has been spent in growth oriented, multi-channel consumer businesses, where rapid change is part of the operating culture. I have held senior financial and operational roles within these companies and have delivered significant success for multiple stakeholders. With domestic as well as international assignments, I excel in complex operating and regulated markets. I have held C-level and senior financial roles in multi-channel consumer services as well as e-commerce businesses. I have also managed $450-$700 million businesses as President and COO within multi-site retail and B2B environments.

Listed skills include Strategy, Management, P&L Management, Strategic Planning, and 42 others.

Current workplace

Jeff Wheatley's current company

Company context helps verify the profile and gives searchers a useful next step.

Milestone Partners
Milestone Partners
Portfolio CFO | Global Finance Executive | Board Member | Strategy Development | Operational Excellence | M&A
radnor, pennsylvania, united states
Employees
29
AeroLeads page
13 roles · 43 years

Jeff Wheatley work experience

A career timeline built from the work history available for this profile.

Portfolio Chief Financial Officer

Current
Portfolio Cfo

Greater Philadelphia Area

If you're an entrepreneur or CEO running an ambitious company who doesn't need, doesn't want, or can't afford a full-time CFO - BUT wants and needs the experience and expertise that a senior CFO can bring to your business, a 'portfolio CFO' model may well be of interest to you. I'm a portfolio CFO working with other senior, high caliber, part-time.

Feb 2019 - Present

President

Current
Jjw Management Services, Llc

Greater Philadelphia Area

Providing actionable consulting and value-added support services to executives, private equity firms, and investors in the consumer finance, financial technology, educational services, and business services industries.

2015 - Present ~11 yrs 4 mos

Operating Partner

Current

Greater Philadelphia Area

Milestone Partners is a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of lower middle market businesses. Milestone pursues companies in the tech-enabled services, software, financial services and manufacturing sectors. Based in suburban Philadelphia, Milestone was founded in 1995 and is currently.

2016 - Present ~10 yrs 4 mos

Cfo

Smart Financial Holdings, Llc

Orlando, Florida Area

Dec 2016 - Dec 2018

Svp-Finance; Managing Director - Global Development And Strategy

Greater Philadelphia Area

Feb 2008 - Apr 2015

Executive Vice President - Operations

Greater Philadelphia Area

2006 - 2007 ~1 yr

President

Aramark School Support Services

Greater Philadelphia Area

2003 - 2006 ~3 yrs

Various Finance And Accounting Roles

Wichita, Kansas Area

1988 - 1998 ~10 yrs

Audit Manager

Wichita, Kansas Area

1983 - 1988 ~5 yrs
Team & coworkers

Colleagues at Milestone Partners

Other employees you can reach at milestonepartners.com. View company contacts for 29 employees →

1 education record

Jeff Wheatley education

FAQ

Frequently asked questions about Jeff Wheatley

Quick answers generated from the profile data available on this page.

What company does Jeff Wheatley work for?

Jeff Wheatley works for Milestone Partners.

What is Jeff Wheatley's role at Milestone Partners?

Jeff Wheatley is listed as Portfolio CFO | Global Finance Executive | Board Member | Strategy Development | Operational Excellence | M&A at Milestone Partners.

What is Jeff Wheatley's email address?

AeroLeads has found 1 work email signal at @milestonepartners.com for Jeff Wheatley at Milestone Partners.

What is Jeff Wheatley's phone number?

AeroLeads has found 3 phone signal(s) with area code 303, 610 for Jeff Wheatley at Milestone Partners.

Where is Jeff Wheatley based?

Jeff Wheatley is based in Greater Philadelphia, United States, United States while working with Milestone Partners.

What companies has Jeff Wheatley worked for?

Jeff Wheatley has worked for Portfolio Cfo, Jjw Management Services, Llc, Milestone Partners, Smart Financial Holdings, Llc, and Dfc Global Corp..

Who are Jeff Wheatley's colleagues at Milestone Partners?

Jeff Wheatley's colleagues at Milestone Partners include Delorna P., Kimberlee Redmile, Kris Jones, Lauryn Pembleton, and Melissa Gray.

How can I contact Jeff Wheatley?

You can use AeroLeads to view verified contact signals for Jeff Wheatley at Milestone Partners, including work email, phone, and LinkedIn data when available.

What schools did Jeff Wheatley attend?

Jeff Wheatley holds Bachelor Of Science from Baker University.

What skills is Jeff Wheatley known for?

Jeff Wheatley is listed with skills including Strategy, Management, P&L Management, Strategic Planning, Process Improvement, Finance, Mergers And Acquisitions, and Team Building.

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