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Jeff Waldron provides investment banking services to commercial banks and thrifts, insurance companies and other companies involved, directly or indirectly, in the financial services arena. Mr. Waldron is particularly involved in transactions that reflect the convergence of the financial services industry, the ongoing structural transformation of the insurance industry and the increasingly dominant effect of technology on all aspects of the financial services marketplace. Jeff was instrumental in drafting the Pennsylvania Insurance Company Mutual-to-Stock Conversion Act and in negotiating key provisions with the Pennsylvania Insurance Department. Since enactment of this legislation, Pennsylvania has been one of the nation's laboratories for new approaches to the demutualization of the insurance industry, where Jeff remains an active participant in the process. Jeff is a also a former executive vice president of an emerging Internet venture serving the financial services industry. Jeff received a B.A. from The University of Pennsylvania and a J.D. from The Dickinson School of Law. He is a General Securities Principal. |
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