Jeffery Harrold has held a variety of roles in the finance and consulting industries since 2006. From 2006 to 2012, they served as a Client Development Associate at S&P Global Market Intelligence, where they were the Chicago lead for the Capital IQ Modeling team and developed plug-in products for Microsoft Office. In 2012, they became an Engagement Director at Growthink, where they consulted start-up and high-growth companies and advised them on how to grow, finance, and exit their existing businesses. In 2013, they joined NMS Capital as a Senior Associate, where they executed deals and earned their Series 79 and Series 63 licensure. From 2014 to 2015, they were Vice President at Queensbridge Venture Partners, LLC and Bonwick Capital Partners, where they managed deals and built relationships with CEOs, CFOs, and referral sources. In 2015, they joined Envisage Advisors, LLC as Vice President, where they were recruited to assist with deal sourcing and new business development. From 2015 to 2019, they served as Chief Financial Officer and Senior Advisor at ARMR, where they provided both strategy and execution to allow businesses to maximize growth potential on Amazon. In 2019, they became an Advisor at Talamus Health, and in 2021 they became a Consultant at Surf Air.
Jeffery Harrold received their MBA from The University of Chicago Booth School of Business in 2011, with a focus on Business Administration, Finance and Accounting. Prior to this, they obtained a Bachelor of Arts in Economics from Morehouse College in 2004.
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