Jeff Cepa Email & Phone Number

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Senior Vice President of Strategic Partnerships @ (October 2025 - Present)
Senior Vice President, Head of Advisor Engagement @ (October 2023 - October 2025)
Senior Director of Development @ (July 2018 - November 2023)
Regional Director Southwest Region @ (June 2017 - July 2018)
Director of Business Development @ (March 2016 - March 2017)
Vice President, Charitable Planning Consultant @ (March 2007 - January 2016)
Insurance Consultant @ (April 2004 - March 2007)
Financial Planning Consultant @ (March 2003 - March 2004)
Financial Representative - Premium Services @ (January 2001 - January 2004)
Customer Service Representative @ (April 1998 - January 2001)
Sales Manager @ (April 1991 - April 1998)

Jeff Cepa, based in Austin, TX, US, is currently a Senior Vice President of Strategic Partnerships at National Philanthropic Trust. Jeff Cepa brings experience from previous roles at National Philanthropic Trust and Covenant. Jeff Cepa holds a 2003 - 2004 The University of Dallas. With a robust skill set that includes Financial Planning, Philanthropy, Strategic Financial Planning, Estate Planning, Wealth Management and more. Jeff Cepa has 2 emails and 2 mobile phone numbers on RocketReach.