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Jeff Mount Email & Phone Number
Regional Business Consultant
at
Kurv Investment Management
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Regional Business Consultant
Location
Fairfield, Connecticut, United States
Who is Jeff Mount? Overview
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Jeff Mount is listed as Regional Business Consultant at Kurv Investment Management, based in Fairfield, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Jeff Mount.
Jeff Mount previously worked as President at Caddis Llc and Director of Business Development at Tactive Advisors Llc. Jeff Mount holds Bachelor'S Of Science, Business Administration And Management, General, 3.2 from Ferris State University.
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Kurv Investment Management
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Profile bio
About Jeff Mount
Fly fishing is my zen. It is often suggested for veterans returning from combat to help them manage post-traumatic stress disorder and has certainly been a favorite hobby among the C-suite due to its' ability to help them disconnect from their daily stresses at work, and even at home.This is accomplished by filling the brain, and your senses, with an incredible amount of data to execute strategic and tactical planning when attempting to fool these incredibly sensitive creatures (trout). Their scope of vision is far wider than ours, their reactions to sudden movements are often abrupt, their natural fear of more terrifying predators (eagles, hawks, bears, etc.), and their sensitivity to water temperature and lighting are only a few of the challenges facing a fisherman who is trying to replicate the natural state (at that moment) when casting a fly.Why is this important in business? Awareness of your surroundings, the ability to adapt to changing conditions, the acknowledgement that what worked yesterday probably won't work today, and a commitment to patiently awaiting a positive outcome are all critical traits of great business leaders. Caddis is the name of a fly that is commonly seen in the Northeastern United States and one which should always be considered when trying to match a hatch. To give you just a little more of a metaphorical message, the caddis goes through several stages in its' lifecycle which the fisherman should consider - larvae, pupa, wet fly, emerger, dry fly and spinner. Consider each of these tools (much like some of the technological tools, sales tools, or training tools) that work in certain circumstances, but are less effective in other scenarios. As a consequence of this metaphor, I have named my new venture Caddis LLC. Our value proposition is that we will bring the strategic and tactical tools to help you grow your business, with a higher degree of effectiveness and at a lower cost, than hiring a sales manager.The SalesQB framework provides us the ability to deliver guaranteed growth for any industry. For more information, please visit the link below and reach out for a conversation.https://www.caddis.bizhttps://www.salesqb.com/jeff-mount/
Current workplace
Jeff Mount's current company
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10 roles · 29 years
Jeff Mount work experience
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President
Current
Caddis Llc
Fractional Chief Revenue Officer.
Oct 2024 - Present
Director Of Business Development
Tactive Advisors Llc
Nov 2023 - Jul 2024
President
• Served as the Co-Founder and President of the organization focused on providing an advisor training program to improve productivity, allowing anyone to visualize their financial future in just 10 minutes, providing a foundation for advisors to build strategic negotiations and a family office experience• Launched the Dynamic Map mobile app, and Whoosh! Primed for Retirement mobile app, providing tools to assist advisors in strategic conversations with prospects and clients• Utilized aggressive social media strategies, television, radio, podcasts, and monthly columns in various media outlets such as Forbes, Global Banking and Finance, Yahoo Finance, Newsmax Finance, and FinTech Buzz to develop the Dynamic Mapping brand• Oversaw the development and launch of the organization’s website, www.realintelligence360.com, establishing an online presence, expanding business accessibility, and providing better customer service• Responsible for the publishing of the “Weathering Financial Storms” textbook for use by professional financial advisors, providing a strategic tool to deliver financial guidance concerning preparing for and going through challenging times• Hosted the “Dynamic Mapping” podcast that launched a platform discussing the Dynamic Map method of preparing for and adapting to various financial situations, as well as overcoming obstacles along the way
Oct 2019 - May 2023
Business Development Officer
Secured over 100 new advisors representing 1/3 of all assets spanning New England and Upstate NY territories, resulting in increasing assets under management by $200M and exceeding the sales goals by 50%• Developed and implemented sales strategies and utilized expertise to train and coach the sales team, generating $260M in established targets for the territory• Established connections and developed and cultivated relationships with independent financial advisors, supporting top organizational performance• Provided guidance and mentoring for team development, as well as identifying opportunities to feed the talent pipeline• Responsible for leading the sales and development of new business opportunities for a trailblazer in the Turnkey Asset Management (TAMP) market, expanding brand awareness and market share• Created and implemented a strategy called “High Net Worth Mastery,” providing a roadmap to guide financial advisors on transitioning business to focus on higher net worth investors
Jan 2016 - Oct 2019
Regional Vice President
• Responsible for leading the business development for financial services solutions, overseeing the territory consisting of Connecticut, Rhode Island, and Massachusetts• Constructed and implemented a sales strategy, delivering custom portfolios for investors interested in tax management through individual securities
Jan 2015 - Dec 2015
External Wholesaler
• Performed as Senior Regional Business Consultant within the Connecticut territory, focusing on developing and cultivating client relationships to drive sales and expand market share• Transformed the underperforming region to the largest in sales in 18 months, taking it from worst to first and generating $150M+ in gross sales year over year, as well as ranking #1 out of 46 wholesalers in 2011-2012• Created and launched a program called “Millionaire University” focused on teaching advisors how to acquire and manage assets for high-net-worth clients, resulting in receiving the 2012 Innovator of the Year Award• Achieved continued success from those who completed the Millionaire University Challenge, with graduates generating an average of $28M in new assets• Leveraged subject matter expertise to train, guide, and educate financial advisors concerning the benefits and solutions offered through the Curian’s asset management platform, showing the benefits of the tool to grow and manage the financial services business
Jan 2008 - Dec 2014
Regional Vice President
• Recruited as Regional Vice President to oversee the wholesale annuity sales for the regional advisor channel in New York State and Connecticut, leading 3 different territories within 3 years, successfully turning each region around to achieve a positive performance• Utilized expertise and best practices to exceed all yearly sales targets, delivering over $100M in new advisor assets year over year• Delivered a continued top performance and achieved the #1 ranking in percentage to goal for the wirehouse channel in multiple categories
2004 - 2007
~3 yrs
Regional Vice President
2001 - 2004
~3 yrs
Regional Vice President
1998 - 2001
~3 yrs
1 education record
Jeff Mount education
FAQ
Frequently asked questions about Jeff Mount
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What company does Jeff Mount work for?
Jeff Mount works for Kurv Investment Management.
What is Jeff Mount's role at Kurv Investment Management?
Jeff Mount is listed as Regional Business Consultant at Kurv Investment Management.
Where is Jeff Mount based?
Jeff Mount is based in Fairfield, Connecticut, United States while working with Kurv Investment Management.
What companies has Jeff Mount worked for?
Jeff Mount has worked for Kurv Investment Management, Caddis Llc, Tactive Advisors Llc, Real Intelligence Llc, and Assetmark.
How can I contact Jeff Mount?
You can use AeroLeads to view verified contact signals for Jeff Mount at Kurv Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Jeff Mount attend?
Jeff Mount holds Bachelor'S Of Science, Business Administration And Management, General, 3.2 from Ferris State University.
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