Jerry C.

Jerry C. Email and Phone Number

Agency Director @ The Choate Agency (Symmetry Financial Group)
Birmingham, AL, US
Jerry C.'s Location
Greater Birmingham, Alabama Area, United States, United States
Jerry C.'s Contact Details
About Jerry C.

For years, I have been helping entrepreneurs build strong passive income streams by combining smart growth strategy, corporate finance, and marketing/sales to drive shareholder value in business ownership. As the Business Owner at Choate Agency, my partners and I provide virtual insurance solutions in most states in the United States, focusing on leveraging life insurance in financial planning, investment management, and retirement services to mitigate the ups and downs of life.I am also an Agency Director at SFG (Symmetry Financial Group), where I partner with team members across the country who offer customized insurance products to protect individuals, families and businesses via an Exclusive Lead System, Top Technology Platform, Top Ranked Culture where you work for yourself in a collaborative environment and can earn ownership of your business and profit sharing.

Jerry C.'s Current Company Details
The Choate Agency (Symmetry Financial Group)

The Choate Agency (Symmetry Financial Group)

View
Agency Director
Birmingham, AL, US
Website:
sfglife.com
Employees:
6267
Jerry C. Work Experience Details
  • The Choate Agency (Symmetry Financial Group)
    Agency Director
    The Choate Agency (Symmetry Financial Group)
    Birmingham, Al, Us
    View
  • Choate Agency
    Business Owner
    Choate Agency Aug 2019 - Present
    Virtual Insurance Group working in most states in the United States.
  • Symmetry Financial Group
    Agency Director
    Symmetry Financial Group Aug 2019 - Present
    Swannanoa, Nc, Us
    Top Insurtech Platform, top culture, great compensation, world-class incentives, and fantastic health/dental for partners.
    View
  • The Safebridge Group, P. C.
    Director Partner
    The Safebridge Group, P. C. Feb 2019 - Present
  • Think Capital Advisors
    Managing Partner
    Think Capital Advisors Dec 2008 - Present
    New York, Ny, Us
    View
  • Biosavita
    Chief Financial Officer
    Biosavita Jan 2014 - Dec 2022
    BioSavita is a development stage biotechnology company. We have developed a rapid and cost effective yeast platform which can be used to produce vaccines and antibodies against Ebola, Coronavirus and other infectious disease agents. Our lead programs also include other products for biodefense such as a recombinant human enzyme to treat nerve gas poisoning. Currently an advisor in Corporate Finance in the CFO role for the company.www.biosavita.com
  • Consynance Therapeutics, Inc.
    Board Of Directors
    Consynance Therapeutics, Inc. Jan 2019 - Mar 2020
    Rensselaer, New York, Us
    View
  • Moody Capital Solutions, Inc
    Managing Director
    Moody Capital Solutions, Inc Apr 2015 - Aug 2017
  • Midsouth Capital
    Managing Director - Investment Banking
    Midsouth Capital Jan 2005 - Apr 2011
    Atlanta, Georgia, Us
    Corporate Finance and Advisory. MidSouth 1/05-3/08 & 8/09-4/11. Moody Capital 10/07 to 8/09 (MidSouth IB Team).
    View
  • Tsg Partners
    Vice President - Life Science Advisory
    Tsg Partners Feb 2009 - Dec 2009
    Life Sciences Advisory Firm
  • Independent Broker
    Financial Advisor
    Independent Broker Jul 2002 - Nov 2004
    Springfield, Massachusetts, Us
    View
  • Salesforce.Com
    Software Tester (Off Site)
    Salesforce.Com Jan 2003 - Jan 2004
    San Francisco, California, Us
    View
  • Golden State Utility - Quanta Services
    Project Manager
    Golden State Utility - Quanta Services Jan 2001 - Sep 2002
    Houston, Texas, Us
    Clients included Level 3, XO, MCI and TCG.
    View
  • Choate Communications
    Owner
    Choate Communications Jun 1999 - Feb 2001
    Assisted Carolina Broadband and Precision Valley Communications (Dycom Industries).

Jerry C. Skills

Investments Strategy Finance Strategic Financial Planning Private Equity Securities Mergers And Acquisitions Financial Services Corporate Finance Business Development Investment Banking Financial Advisory Due Diligence Venture Capital Executive Management Hedge Funds Ipo Asset Management Corporate Development Equities Alternative Investments Series 63 Financial Markets Financial Modeling Life Insurance Valuation Capital Markets Wealth Management Restructuring Investor Relations Asset Allocation Retirement Insurance Portfolio Management Mutual Funds Emerging Markets Investment Advisory Financial Analysis Asset Managment Funding Private Placements Trading Fixed Annuities Investment Strategies Investment Management Financial Structuring Capital Mergers Financial Planners Series 7

Jerry C. Education Details

  • University Of South Carolina Darla Moore School Of Business
    University Of South Carolina Darla Moore School Of Business
  • Queens University Of Charlotte
    Queens University Of Charlotte
  • Wu (Vienna University Of Economics And Business)
    Wu (Vienna University Of Economics And Business)
    Global Marketing Program

Frequently Asked Questions about Jerry C.

What company does Jerry C. work for?

Jerry C. works for The Choate Agency (Symmetry Financial Group)

What is Jerry C.'s role at the current company?

Jerry C.'s current role is Agency Director.

What is Jerry C.'s email address?

Jerry C.'s email address is je****@****ors.com

What is Jerry C.'s direct phone number?

Jerry C.'s direct phone number is +120544*****

What schools did Jerry C. attend?

Jerry C. attended University Of South Carolina Darla Moore School Of Business, Queens University Of Charlotte, Wu (Vienna University Of Economics And Business).

What are some of Jerry C.'s interests?

Jerry C. has interest in Children.

What skills is Jerry C. known for?

Jerry C. has skills like Investments, Strategy, Finance, Strategic Financial Planning, Private Equity, Securities, Mergers And Acquisitions, Financial Services, Corporate Finance, Business Development, Investment Banking, Financial Advisory.

Who are Jerry C.'s colleagues?

Jerry C.'s colleagues are Jamie Staedter, Diana Cole, Sherry Beaver, Tony Mendez, Jason Williams, James Leeper, Julia Jenkins.

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