Professional Experience

Senior Vice President of Strategic Partnerships, Jerry oversees Advisor Channel Consulting. He is responsible for executing our strategic vision of providing the best client experience through professional plan analysis and innovative participant outcomes through data analytics. Jerry works extensively with our internal and external sales  teams to help foster strong relationships with investment advisors.

Keeping our clients’ best interests at heart, Jerry believes that taking a collaborative approach to problem solving is the key to building trustworthy and successful relationships. A great listener, Jerry offers meaningful advice and takes the time to illustrate how something aligns with our best practices.
 

Educational Background and Certifications

• St. John’s University, Queens, NY  – Bachelor of Science – Political Science
• Accredited Investment Fiduciary Analyst^® (AIFA)
• Certified Pension Consultant (CPC)
• Qualified 401(k) Administrator (QKA)
• Qualified Pension Administrator (QPA)
• Certified Plan Fiduciary Advisor (CPFA)
• Tax-Exempt & Governmental Plan Consultant (TGPC)
• Qualified Plan Financial Consultant (QPFC)
• Member, Vistage International