Jeff B.

Jeff Beilstein

5.0

(7)

San Diego State University Logo

Studied at San Diego State University

Tennison Group Logo

Works at Tennison Group

Successful clients at

Not currently taking new clients

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Work Experience

Tennison Group Logo

Executive Recruiter

Tennison Group

March 2005 - Present

I lead exclusive searches for senior-level talent in accounting, finance, investment, and corporate development across investment firms, family offices, corporate teams, and wealth managers. My work is relationship-first, results-driven, and built on two decades of experience placing high-impact professionals in roles where precision and fit matter. I don’t run volume pipelines. I work directly with decision-makers to solve critical hiring needs—confidentially, quickly, and without noise. Industry focus includes: - Family Offices & Endowments - Private Investment Firms & Funds - Wealth Management & OCIO Platforms - Corporate Finance Teams (Middle Market to Enterprise) - Real Estate, Energy, and Construction Sectors Representative placements: * Managing Director, Direct Investments — Single-Family Office * Chief Compliance Officer — PE Real Estate Investment Firm * Director of Investment Operations — Prestigious Endowment * Director of Finance — Energy Hedge Fund * Investment Officer — Private Family Office * Investment Analyst — OCIO Platform * Senior Operations Manager — National Wealth Management Firm * Corporate Controller — National Construction Services Company I bring 20+ years of executive search experience, deep industry networks, and a direct, high-integrity approach to every search. My focus is helping clients hire once—and hire right. Executive Search, Executive Staffing and +2 skills

Cherry Creek Mortgage Company Logo

Associate Mortgage Advisor

Cherry Creek Mortgage Company

2002 - 2004

Supported a top producing loan officer with business development, loan management, client service, analyzing customer situation, recommending loan products, structuring real estate transactions.

Accounting Solutions Logo

Executive Recruiter

Accounting Solutions

1999 - 2002

Full service executive search and consulting firm specializing in the recruitment of senior staff, management and senior management candidates for direct hire and consulting positions in accounting/finance roles.

Geneva Trading Logo

Analyst

Geneva Trading

1997 - 1998

Investment / Research Analyst for a middle market mergers & acquisitions firm.

Intuit Logo

Analyst

Intuit

1996 - 1997

Analyst - supporting online banking products

Education

San Diego State University Logo

San Diego State University

Bachelor of Science (B.S.), Finance

1988 - 1993

Activities and societies: Sigma Chi Fraternity

7 Reviews

Overall Rating

5.0


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Jeff B.

Jeff B.

5.0

 
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