Jeff Fellion

Senior Annuity and Insurance Consultant
(781) 538-5925 Ext. 4

Jeff Fellion is a Senior Annuity and Insurance Consultant at BBIM. In this role, Fellion is responsible for the strategic positioning for BBIM and focuses on the company’s development of territory zone rotation, relationships with key distributor contacts, and product demonstration. Having expert financial, banking and consumer insights, Fellion provides advisors with solution-based annuity, long-term care and insurance strategies designed to strengthen the client’s portfolio. In addition, he delivers marketing support to help advisors attract, engage and impact more people through customized relationship building content.

Prior to joining BBIM in 2017, Fellion was a bank loan associate at SS&C Technologies, a leading cloud-based provider of financial services technology solutions, providing daily operational support to clients engaged in primary and secondary syndicated bank loans, total return swaps and collateralized loan obligations. In 2015, Fellion held various internships at Smith & Wesson, an American manufacturer of firearms, including roles as a Staff Accountant and IT-SAP Test Coordinator. Active in the community, Fellion previously sat within the Philanthropy Committee of the American Red Cross Board of Directors. He also volunteered with Revitalize CDC, a Springfield-based organization that performs critical repairs, modifications and rehabilitation on the homes of low-income families with children, the elderly, military veterans and people with disabilities. Fellion majored in Finance and graduated with a Bachelor of Business Administration from Western New England University in 2016.