Jeff Mount

Jeff Mount Email and Phone Number

Regional Business Consultant @ Kurv Investment Management
New York, NY, US
Jeff Mount's Location
Fairfield, Connecticut, United States, United States
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/

Jeff Mount's Current Company Details
Kurv Investment Management

Kurv Investment Management

View
Regional Business Consultant
New York, NY, US
Jeff Mount Work Experience Details
  • Kurv Investment Management
    Regional Business Consultant
    Kurv Investment Management
    New York, Ny, Us
  • Caddis Llc
    President
    Caddis Llc Oct 2024 - Present
    New York City Metropolitan Area
    Fractional Chief Revenue Officer.
  • Tactive Advisors Llc
    Director Of Business Development
    Tactive Advisors Llc Nov 2023 - Jul 2024
    Fairfield, Connecticut, United States
  • Real Intelligence Llc
    President
    Real Intelligence Llc Oct 2019 - May 2023
    Fairfield, Connecticut, United States
    • 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
  • Assetmark
    Business Development Officer
    Assetmark Jan 2016 - Oct 2019
    New England States And Upstate New York
    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
  • Advisors Capital Management
    Regional Vice President
    Advisors Capital Management Jan 2015 - Dec 2015
    Connecticut, Rhode Island, And Massachusetts
    • 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
  • Curian Capital
    External Wholesaler
    Curian Capital Jan 2008 - Dec 2014
    Connecticut
    • 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
  • Metlife Investors
    Regional Vice President
    Metlife Investors 2004 - 2007
    New York State And Connecticut
    • 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
  • Putnam Allstate
    Regional Vice President
    Putnam Allstate 2001 - 2004
    New York State
  • John Hancock / Manulife / Wood Logan
    Regional Vice President
    John Hancock / Manulife / Wood Logan 1998 - 2001
    Upstate New York And Eastern Pennsylvania

Jeff Mount Education Details

Frequently Asked Questions about Jeff Mount

What company does Jeff Mount work for?

Jeff Mount works for Kurv Investment Management

What is Jeff Mount's role at the current company?

Jeff Mount's current role is Regional Business Consultant.

What schools did Jeff Mount attend?

Jeff Mount attended Ferris State University.

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