Jeffrey Green

Jeffrey M Green

Expertise: Investing, stocks, retirement planning, ETFs, insurance, cryptocurrency
Title: Freelance financial writer
Education: State University of New York at Stony Brook
Location: Fort Myers, Florida

Highlights

  • Over 40 years of experience in the financial industry
  • Spent much of career working at Citi, AXA Financial, and MetLife
  • Has written dozens of articles on investing, stocks, ETFs, cryptocurrency, insurance, and more

Experience

Jeffrey M. Green has over 40 years of experience in the financial industry. He has written dozens of articles on investing, stocks, ETFs, asset management, cryptocurrency, insurance, and more.

For years, Jeff was a senior manager with many different positions at companies like Citi, AXA Financial, and MetLife. After retiring, Jeff began his career as a freelance writer specializing in financial products, services, and planning.

Jeff has held life and health insurance licenses in multiple states, including FINRA Series 7, 66, and 24, plus Certified Retirement Counselor and Certified Divorce Financial Analyst designations. 

Education

Jeff attended the State University of New York at Stony Brook, where he received his bachelor's in liberal arts.

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.