Sam Jensen Email & Phone Number

Greensboro, North Carolina, United States

Co-founder of business which enables Financial Advisors to leverage the benefits of private placement life insurance and annuities.

Co-founded business which re-engineered private placement insurance for fee-based advisors. Launched strategic relationship with Envestnet. Sold business in May 2018.

Co-founded and built company. Synodex extracts information from imaged medical records and converts it to usable data for the life insurance industry. Sold company to Innodata, Inc., NASDAQ: INOD in 2011.

Co-founded multi-fund account platform for UK Advisers. As CEO, recruited executive team, built company infrastructure, record-keeping system, and launched business. By the end of 2001, Cofunds was ranked first in UK mutual fund net-flows. In 2004, continued on as a non-executive Director until Cofunds was sold to Legal & General in 2013.At the time of sale, Cofunds was the largest fund platform in the UK with over £50 billion in AUAs, annual revenues over £70 million, was profitable, and employed over 800 people.

Marketed and managed the product line for a $57 billion, multi-channel distributed, mutual fund franchise. Added an incremental $8 million in annual revenue and saved over $3 million in annual expense.

Managed Fidelity’s offering of non-Fidelity funds to Fidelity retail clients. Built Fidelity Institutional’s telephone sales delivery.-Created and implemented program which delivered over $7 billion in new assets in an 8 month period-Hired team that created the 529plan-Built and managed a team of over 100 distribution professionals

Ab, Economics

Activities and Societies: Varsity Football

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