Jeff Sills

Executive, Osaic Wealth

Jeff Sills, an executive at Osaic Wealth, specializes in building business value through credibility, agility, and financial integrity. He excels in delivering profitable growth amid volatile economic and regulatory environments, using a forward-thinking approach to uncover opportunities and implement agile solutions. Jeff has a track record of success, including building USAA’s wealth management business from zero to $30B in assets within two years and leading cultural transformation at Capital One Investments, increasing recurring revenue by 300%. He also boosted market penetration at Shearson, taking the Northeast mutual funds and annuities business from #22 to #1 in sales within a year. Jeff is skilled in sales planning, aligning investment groups and increasing advisor effectiveness, ensuring over 70% of advisors meet or exceed their goals.