Leadership Team Bios
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Jeffrey Messina
Client Relationship Manager
Mr. Messina joined the Knowledge Finance team in early 2022. Mr. Messina has an extensive background in finance and operations
management. He has served as a bank manager and manager of retail operations for multiple banking institutions. Mr. Messina’s
expertise in customer facing and relationship building makes him a strong asset as a Client Relationship Manager. Mr. Messina
focuses on process improvement and customer service to drive an all-around great client experience. Mr. Messina is excited to
be a part of Knowledge Finance as they continue to grow over the coming years.