Jeffrey E Place
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Jeffrey E Place Email & Phone Number

Independent Trustee for LoCorr Funds at LoCorr Funds
Location: Johns Island, South Carolina, United States 9 work roles 1 school
1 work email found @ivyfunds.com 2 phones found area 847 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@ivyfunds.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LoCorr Funds
Role
Independent Trustee for LoCorr Funds
Location
Johns Island, South Carolina, United States
Company size
31 employees

Who is Jeffrey E Place? Overview

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Quick answer

Jeffrey E Place is listed as Independent Trustee for LoCorr Funds at LoCorr Funds, a company with 31 employees, based in Johns Island, South Carolina, United States. AeroLeads shows a work email signal at ivyfunds.com, phone signal with area code 847, and a matched LinkedIn profile for Jeffrey E Place.

Jeffrey E Place previously worked as Founder at Bespoke Distribution Solutions and Independent Trustee at Locorr Funds. Jeffrey E Place holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of Nebraska-Lincoln.

Company email context

Email format at LoCorr Funds

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{first_initial}{last}@ivyfunds.com
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AeroLeads found 1 current-domain work email signal for Jeffrey E Place. Compare company email patterns before reaching out.

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Profile bio

About Jeffrey E Place

Contact Information: (843) 469-8337 • jplace1@mac.comManaging Director in the investment management industry with 30+ years of building, developing and managing distribution teams. Adept at asset raising at top firms focusing on Mutual Funds, SMA’s and Variable Annuities. 30+ years’ experience growing relationships and calling on Wirehouses, Independents and Banks. Team design focused on performance metrics, strategic planning, value-add services, product branding and quality control. A highly skilled presenter leading firm trainings, and advisor and client-based presentations on strategies and solutions. Ability to build and maintain long lasting and trusted relationships with Senior Leaders. Passion for coaching and mentoring.

Current workplace

Jeffrey E Place's current company

Company context helps verify the profile and gives searchers a useful next step.

LoCorr Funds
Locorr Funds
Independent Trustee for LoCorr Funds
excelsior, minnesota, united states
Website
locorrfunds.com
Employees
31
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Company profile
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9 roles

Jeffrey E Place work experience

A career timeline built from the work history available for this profile.

Founder

Current
Bespoke Distribution Solutions
Jan 2023 - Present

Independent Trustee

Current
Locorr Funds
Jan 2023 - Present

Founder/Ceo

Bespoke Distribution Solutions Llc

Charleston, South Carolina, United States

Helping Financial Services Companies enhance their distribution efforts in:- Wholesaling, Relationship Management, Offshore and Keynote Presentations.

Apr 2017 - Jan 2023

Managing Director - Head Of Us Distribution

Universal Access Bonds
  • The Universal Access Bond is designed to provide expats, including Americans living outside of the U.S., the ability to cost effectively, efficiently and compliantly expand the investment options for their overseas.
  • Provides access to investments which provide an actively managed investment portfolio
  • Allows investors to remain tax compliant in an efficient manner
  • Embraces and complies with the relevant tax laws and/or legal legislation and regulation For Investment Managers, by attaching the UAB™ to your UCITS Fund, you can reach this underserved expat market segment and.
Sep 2017 - Jun 2020

Ivy Investments

- Senior Vice President , Head Of Sales

- Lead, Coached and Directed a distribution team with 60± Sales Representatives- Worked with partners to spearhead campaigns to promote funds to their advisor network- Market penetration strategies included: leveraging of existing relationships, social media- Positioned sales team as solutions and consultative sellers- Built strategic alliances with.

Jan 2008 - Oct 2016

Alliancebernstein Investments

- Managing Director - Western U.S . Sales Manager

- Directed a team of 12 Regional Managers, 1 Regional SMA Director- Worked with CRMs to increase market-share by partnering with Western Division COIs- Assisted the efforts of both the Retirement and Sub-Advisory Wholesalers- Aligned strategic plans among all business development stakeholders with major COIs partners - Increased annual sales from $3.75B to.

Dec 2006 - Dec 2007

Wm Funds Distibutor Inc

- Senior Vice President - Head Of Sales

- Directed 4 Managers, 1 Desk Manager, 44 external wholesalers and 50 internals for all channels - Oversaw Key Accounts group including: 7 Key Account Managers and 7 Event Coordinators- Targeted multiple channels to create a sales mix of 80% National and 20% Bank Channel- Built strategic partnerships with channel members through the growth of value-added.

Jul 2002 - Nov 2006

Liberty Funds Distributors

- Managing Director, Wealth Strategies Group

- Spearheaded the start-up of Wealth Strategies Consulting Group (WSCG) - Staff recruitment, market penetration, wealth management symposiums and product branding- Built new division around tax sensitive products- Achieved Tier I status with Bank of America and increased tax managed fund sales by 150%- Recognized by key firms as an industry leader- Grew.

Oct 1998 - Dec 2001
Team & coworkers

Colleagues at LoCorr Funds

Other employees you can reach at locorrfunds.com. View company contacts for 31 employees →

DE Danny Eckerline Danny Eckerline Colleague at Locorr FundsGreater Minneapolis-St. Paul Area, United States View → CM Christopher Moreno Christopher Moreno Colleague at Locorr FundsBoca Raton, Florida, United States, United States View → JB Jacqualine Boie Jacqualine Boie Colleague at Locorr FundsElk River, Minnesota, United States, United States View → CL Curt Lachappelle, Cfa Curt Lachappelle, Cfa Colleague at Locorr FundsGreater Minneapolis-St. Paul Area, United States View → PJ Preston Jorland Preston Jorland Colleague at Locorr FundsGreater Minneapolis-St. Paul Area, United States View → BB Blake Brix, Awma® Blake Brix, Awma® Colleague at Locorr FundsMinneapolis, Minnesota, United States, United States View → JL Jack Leland Jack Leland Colleague at Locorr FundsLakeville, Minnesota, United States, United States View → PS Paul Stickney Paul Stickney Colleague at Locorr FundsHouston, Texas, United States, United States View → JB Jennifer Brookfield Jennifer Brookfield Colleague at Locorr FundsLittleton, Colorado, United States, United States View → CK Carissa Kemnitz Carissa Kemnitz Colleague at Locorr FundsExcelsior, Minnesota, United States, United States View →
1 education record

Jeffrey E Place education

FAQ

Frequently asked questions about Jeffrey E Place

Quick answers generated from the profile data available on this page.

What company does Jeffrey E Place work for?

Jeffrey E Place works for LoCorr Funds.

What is Jeffrey E Place's role at LoCorr Funds?

Jeffrey E Place is listed as Independent Trustee for LoCorr Funds at LoCorr Funds.

What is Jeffrey E Place's email address?

AeroLeads has found 1 work email signal at @ivyfunds.com for Jeffrey E Place at LoCorr Funds.

What is Jeffrey E Place's phone number?

AeroLeads has found 2 phone signal(s) with area code 847 for Jeffrey E Place at LoCorr Funds.

Where is Jeffrey E Place based?

Jeffrey E Place is based in Johns Island, South Carolina, United States while working with LoCorr Funds.

What companies has Jeffrey E Place worked for?

Jeffrey E Place has worked for Bespoke Distribution Solutions, Locorr Funds, Bespoke Distribution Solutions Llc, Universal Access Bonds, and - Senior Vice President , Head Of Sales.

Who are Jeffrey E Place's colleagues at LoCorr Funds?

Jeffrey E Place's colleagues at LoCorr Funds include Danny Eckerline, Christopher Moreno, Jacqualine Boie, Curt Lachappelle, Cfa, and Preston Jorland.

How can I contact Jeffrey E Place?

You can use AeroLeads to view verified contact signals for Jeffrey E Place at LoCorr Funds, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey E Place attend?

Jeffrey E Place holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of Nebraska-Lincoln.

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