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Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. We live by the idea that a simple approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client's complete financial inventory on a single, aesthetically pleasing, page so advisors can help people better see and understand their finances-As a result, make better decisions about their financial future.Winners of the 2017 Steller Startups Award, Orion's 2017 Fuse Award, and The Chamber of Commerce for Greater Philadelphia Technology of the Year Award.
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Senior Advisor Solutions ManagerAsset-Map Sep 2018 - PresentPhiladelphia, Pennsylvania, Us -
Account ManagerAsset-Map Mar 2019 - May 2020Philadelphia, Pennsylvania, Us
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Business Development SpecialistAsset-Map Sep 2018 - Mar 2019Philadelphia, Pennsylvania, Us
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Merrill Edge Product Specialist/Assistant Vice PresidentMerrill Edge Apr 2014 - Apr 2018Internal Specialist for Merrill Lynch Wealth Management as it pertains to the Merrill Edge Platform. Responsibilities included, but not limited to, platform development, customer relations as well as optimizing business plans. Partnered directly with wealth management teams through various communication mediums including in-face meetings and presentations. Was responsible for Merrill Edge business driven within the above stated markets. Top performer for Quarter 2 of 2016. -
Financial Solutions Advisor-Initial Assessment TeamMerrill Edge Sep 2013 - Mar 2014Responsibilities included providing advice and guidance to Bank of America clients involving both current and future financial planning. This role provided extensive experience in both the retail and retirement space as it pertains to client decision making. Top 10% in Central Region for 2014
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Financial Solutions Advisor-401K/Retirement DivisionMerrill Edge May 2012 - Oct 2013Responsibilities included working with employees of various firms on both current and terminated retirement plans(company sponsored plans, general retirement accounts, etc). This was a consultative role in which we would teach and provide guidance in a number of different areas as it pertains to retirement accounts. Rollover Top Producer - May and July 2013, Quarter 2 2013
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Financial Solutions Advisor-Premier/Core 2Merrill Edge May 2011 - May 2012Managed new and existing client relationships as well as acquired new clients and accounts. Responsibilities included building out investment plans as well as managed specific client relationships. Researched past market trends as well as current market conditions in conjunction with client financial needs and wants to develop unique and suitable portfolio's Top Producer, April 2012
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Head Sailing CoachUniversity Of Pennsylvania Sep 2012 - Sep 2014Philadelphia, Pa, UsHead Sailing coach from 2012-2014(This position was during, and in addition to, my employment at Merrill Edge). Was privileged to have the opportunity to coach the collegiate athletes at UPENN in events up and down the Northeast Coast. Responsibilities included building-out practice schedules, preparing pre and post-practice classroom sessions as well as detailed planning for the weekend Intercollegiate competitions -
Financial Services RepresentativeD.A. Davidson Companies Oct 2010 - May 2011Great Falls, Montana, UsManaged, developed and enhanced clientele of the small accounts division through assisting current advisors on transitioning assets as well as fostering new client relationships Surpassed New Money and Revenue goals by over 200% for Quarter 1 and portion of Quarter 2 of 2011. -
Account Executive Team LeadMarket Resource Partners Oct 2008 - Apr 2010Philadelphia, Pennsylvania, UsConducted market and competitive intelligence and research to build comprehensive marketing and demand generation strategy that translates corporate and sales objectives into targeted programs that generate qualified leads. Member of the Elite Team (Top 5%). Chosen to represent the company in demonstrating its capabilities and marketing techniques to Fortune 500 companies
Jack Kerr Skills
Jack Kerr Education Details
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Old Dominion UniversityEconomics & Marketing
Frequently Asked Questions about Jack Kerr
What company does Jack Kerr work for?
Jack Kerr works for Asset-Map
What is Jack Kerr's role at the current company?
Jack Kerr's current role is Senior Advisor Solutions Manager at Asset-Map.
What is Jack Kerr's email address?
Jack Kerr's email address is pa****@****ail.com
What is Jack Kerr's direct phone number?
Jack Kerr's direct phone number is +120640*****
What schools did Jack Kerr attend?
Jack Kerr attended Old Dominion University.
What skills is Jack Kerr known for?
Jack Kerr has skills like Financial Services, Sales, Sales Management, Finance, Customer Service, Financial Analysis, Leadership, Research, Marketing Strategy, Marketing, Team Leadership, Sales Presentations.
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