Jeff Ragan Email & Phone Number
Who is Jeff Ragan? Overview
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Jeff Ragan is listed as President and Owner, Voda Cleaning and Restoration of Phoenix at Voda Cleaning & Restoration of Phoenix, a with 2 employees, based in Greater Phoenix Area, United States. AeroLeads shows a matched LinkedIn profile for Jeff Ragan.
Jeff Ragan previously worked as President / Owner, Voda Cleaning & Restoration of Phoenix at Voda Cleaning & Restoration Of Phoenix and Managing Director, Advisor Services at Charles Schwab. Jeff Ragan holds Master Of Arts (M.A.), Leadership And Organizational Development from Saint Louis University.
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About Jeff Ragan
As a financial services executive leader, I have expertise in overseeing the custodial experience for registered investment advisors (RIAs). With over 20 years of financial services leadership, I have a proven track record of driving strategy, execution, and operational excellence in the RIA market.My core competencies include client experience, organizational development, digital transformation, and relationship management. I lead and develop high performing teams, delivering best-in-class service and support to advisors and clients. I also partner with internal and external stakeholders to ensure regulatory compliance, product innovation, and technology advancement. My mission is to create a culture of accountability, collaboration, and results, while exceeding client expectations and organizational goals.
Jeff Ragan's current company
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Jeff Ragan work experience
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President / Owner, Voda Cleaning & Restoration Of Phoenix
CurrentPresident and owner of Voda Cleaning & Restoration, developing multiple territories to bring a new level of clean to the Phoenix market. With years of industry experience, we specialize in a wide range of services to keep your home or business clean, fresh, and free from damage. Whether you need carpet and floor cleaning, upholstery cleaning, tile and grout cleaning, water or storm damage restoration, mold mitigation, fire and smoke damage remediation, air duct cleaning, or odor removal, we have the expertise and advanced technology to deliver exceptional results. You take pride in your spaces and we help restore them when floors are less than dazzling, allergies are acting up or flooding invades your space. We’re your capable accomplice and knowledgeable sidekick for your home or business.
Managing Director, Advisor Services
Recruited to lead service experience for registered investment advisors (RIAs) with portfolios of up to $400M. Oversaw service, sales, and offer development for assets under management (AUM) of $700B+. Delivered best-in-class service experience by counseling clients on operational issues, digital tools, and providing ongoing support on platform. Led high performance team of six direct reports and a larger team of more than 300 across five locations nationwide to improve client experience within RIA market and to deliver on corporate goals.
Vice President, Advisor Services
Led operations, services, and risk management for advisor services division. Oversaw service, operations, advisor transition services, and risk management functions. Provided support and direction for advisors, solving problems related to trades and allocations. Developed customized transition plans for new clients and was instrumental in the development and execution of Scottrade Advisor Services. Built out capabilities to support new products, services, and technology. Led high performing team of four direct reports and larger organization of more than 100 across two locations.
Director Of Operations/Chief Investment Officer
Oversaw operations and regulatory compliance for independent financial planning/RIA firm. Conducted research and analysis for client intake and review. Managed and led daily operations while simultaneously overseeing client services, transition, and implementation.
Jeff Ragan education
Master Of Arts (M.A.), Leadership And Organizational Development
B.S., Finance With Specializations In Financial Institutions And Real Estate
Frequently asked questions about Jeff Ragan
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What company does Jeff Ragan work for?
Jeff Ragan works for Voda Cleaning & Restoration of Phoenix.
What is Jeff Ragan's role at Voda Cleaning & Restoration of Phoenix?
Jeff Ragan is listed as President and Owner, Voda Cleaning and Restoration of Phoenix at Voda Cleaning & Restoration of Phoenix.
Where is Jeff Ragan based?
Jeff Ragan is based in Greater Phoenix Area, United States while working with Voda Cleaning & Restoration of Phoenix.
What companies has Jeff Ragan worked for?
Jeff Ragan has worked for Voda Cleaning & Restoration Of Phoenix, Charles Schwab, Scottrade, and Jmc Wealth Management, Inc..
How can I contact Jeff Ragan?
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What schools did Jeff Ragan attend?
Jeff Ragan holds Master Of Arts (M.A.), Leadership And Organizational Development from Saint Louis University.
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