Jack Sharry Email & Phone Number

Oaks, Pa, Us

WealthTech on Deck is for innovators, disruptors, builders, and executives who want to learn what the best and brightest are thinking and delivering in the wealth and asset management, insurance and annuity, and fintech spaces to improve productivity and financial outcomes for all. Join us each week as I talk with leaders who are building the wealthtech platforms of the future. Short, sweet, incisive, and valuable, you’ll want to subscribe now wherever you listen to podcasts.

Founded in 2020, Next Chapter is dedicated to the design and delivery of better retirement solutions for consumers, advisors, and advisory firms. 100+ executives from 60 companies work on the key retirement issues across the Executive Leadership Advisory Board, Advisory Council, and the Next Chapter Innovation program.

New York, Ny, Us

MMI is an industry trade association focused on investment advisory solutions to which most of the leading asset and wealth managers, insurance companies, fintechs and platform providers belong. The MMI Digital Advice Community provides an education forum that helps advisors and firms deliver improved outcomes for investors.

Babson Park, Ma, Us

I engage with undergraduate and MBA students each semester using my book, Authentic & Ethical Persuasion as a textbook and the basis for dialogue. We explore: committed listening, compelling storytelling, and the imperative of always adding value. I share lessons learned over a four-decade career as a student and teacher of sales, marketing, leadership, networking and relationship development.

Westwood, Ma, Us

Hale is a private non-profit serving thousands of children and families from 70 Greater Boston communities each year and invites visitors to enjoy 1,200+ acres of forests, ponds, and meadows in Westwood and Dover, MA. Just 5 miles from Boston, Hale is highly regarded for its camps, youth programs, family and community activities, school partnerships, and professional development opportunities.

Boston, Massachusetts, Us

LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms integrate LifeYield APIs with their proprietary platforms to automate multi-account asset location, tax harvesting, transitions, rebalancing, and retirement income optimization. LifeYield’s methodology increases advisor productivity and improves financial results for investors, advisors, and firms by 33%, according to an independent analysis by EY.

Becket, Ma, Us

Becket-Chimney Corners YMCA operates Camp Becket for Boys, Chimney Corners Camp for Girls, and the Berkshire Outdoor Center. An extensive, well-maintained facility on 1400 acres blends with more than 100 years of tradition and provides an exceptional camping experience. Generations of young people from all walks of life have spent their summers at these wonderful camps.

Hartford, Ct, Us

Held a variety of positions including:Senior Vice President, Chief Marketing OfficerSenior Vice President, Annuity DistributionSenior Vice President, Alternative Retirement Solutions

Us

Contributed to the build and buy of multiple boutique asset management firms. Went on to create the first wholesale distribution organization that represented multiple money managers in the retail investment marketplace. Oversaw sales, marketing, product development, key account management and operations.

Boston, Massachusetts, Us

Head of Broker/Dealer SalesHead of Retail Marketing

New York, Ny, Us

Field wholesaler covering the Northeast from September, 1985 to July,1988.National Sales Manager from July, 1988 to December, 1992