Jeff D.

Jeff D.

Supervising Senior Accountant

Followers of Jeff D.2000 followers
location of Jeff D.Tampa, Florida, United States

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  • Timeline

  • About me

    Investor, Entrepreneur and Managing Director - A Boutique Wealth Management and Financial Planning Firm

  • Education

    • Indiana University - Kelley School of Business

      1982 - 1986
      BS Accounting

      Activities and Societies: Theta Chi Fraternity, Little 500 Bike Team

    • Purdue University

      1981 - 1982
      None Biomedical Engineering

      Transferred to Indiana University after one year.

  • Experience

    • KPMG Peat Marwick

      May 1986 - Dec 1989
      Supervising Senior Accountant

      Auditor with Big 6 accounting firm. Spent time on both the audit and tax side as well as handling special procedure engagements.

    • Tunstall Consulting, Inc.

      Dec 1989 - Apr 1995
      Managing Director ♦ Business Advisor

      Managing Director over firm providing capital market access to small to medium businesses nationwide.

    • Private Family Office

      May 1995 - May 2002
      Family Office Manager ♦ Problem Solver ♦ Trusted Advisor

      Family office head for a $130 million net worth public restaurant chain family with individuals scattered throughout the Eastern U.S.

    • InTrust Advisors, Inc.

      Oct 1997 - now
      Managing Director ♦ A Boutique Wealth Management and Financial Planning Firm

      Owner, CEO and Managing Director of InTrust Advisors. The firm is a boutique wealth management and financial planning firm focused on helping affluent families reach their important financial goals and dreams.See our insights at http://www.intrustadvisors.com/insights.

    • A Door Of Hope (Formerly 4Kids of Tampa Bay)

      Oct 2009 - May 2016
      Treasurer ♦ Board of Directors

      A Door of Hope, Inc. (formerly 4KIDS Tampa Bay) is a faith-based non-profit organization that focuses on recruiting and licensing safe, loving and stable foster families and others from the community of faith to help children who have been removed from their home due to abuse, neglect and/or abandonment. A Door of Hope is committed to supporting foster families and foster children in Pinellas, Hillsborough and Pasco Counties. Our goal is to make sure that every child has the opportunity to experience the life they deserve and become productive and influential members of society. Show less

    • CCI - Equipping Leaders Globally.com

      Apr 2010 - Dec 2016
      Treasurer and Secretary ♦ Board of Directors

      CCI glorifies God by equipping nationals with comprehensive training for effective local church ministry, church planting efforts and cross cultural missions. Our vision is to impact the world with the gospel through the equipping and multiplying of Christlike leaders.

    • Stock-Signal.com

      Jul 2011 - Dec 2014
      Managing Partner ♦ Trend Following Signal Site

      Stock-Signal.com provided trend following "buy"​ and "sell" signals on a seven market indexes for a low annual subscription fee. This site is no longer active.

    • Messenger Films, Inc.

      Oct 2016 - Dec 2023
      Treasurer ♦ Board of Directors

      Messenger Films seeks to engage spiritual seekers through films of beauty, stories of hope. We are currently working on the distribution and marketing of Let Me Have My Son.Messenger Films has previously produced, directed or written such film titles as Sabina K., Final Solution, Undaunted, Con Quien Te Vas?, The Bill Collector, First Landing, More Than Dreams and Ropa Nueava Para Felipe. Find out more at www.messengerfilms.com.

    • Reborn Ministries, Inc.

      Oct 2020 - Dec 2024
      Board of Advisors

      Reborn Ministries partners with churches and other evangelical organizations, redefining and enhancing their neighborhood outreaches through training, equipping, and mobilizing ordinary believers through teaching and practical hands on situations to confidently venture outside the safety of their churches to share the Gospel.

    • Woodlynne Farms

      Jul 2021 - Oct 2022
      Chief Grower / Owner / Microgreen Grower

      Woodlynne Farms delivered healthy, all natural, hydroponically grown microgreens to South Tampa residential and commercial customers.

  • Licenses & Certifications

    • Series 63 and 65

      Registered Investment Advisor
    • Indiana CPA (inactive)

      State of Indiana
      May 1989