Jeffrey M Green

Jeffrey Green
  • Specializes in financial products and services
  • Spent much of career working at Citi, AXA Financial, and MetLife
  • Skilled in management, leadership, strategic planning, and more


Jeffrey M. Green was a senior manager with many different positions held at companies like Citi, AXA Financial, and MetLife. He has over 40 years of experience. After retiring, Green began his career as a freelance writer specializing in financial products, services, and planning.

Green has held life and health licenses in multiple states, including FINRA Series 7, 66, and 24, plus Certified Retirement Counselor and Certified Divorce Financial Analyst designations. 



Green attended State University of New York at Stony Brook where he received his bachelor's in liberal arts.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.