Jacob Stern

Jacob Stern Email and Phone Number

Private Investor @
Jacob Stern's Location
Brentwood, Tennessee, United States, United States
Jacob Stern's Contact Details

Jacob Stern work email

Jacob Stern personal email

n/a
About Jacob Stern

Private investor focusing on seed and pre-seed companies that use technology to meet needs in niche markets.

Jacob Stern's Current Company Details
Self-employed

Self-Employed

Private Investor
Jacob Stern Work Experience Details
  • Self-Employed
    Private Investor
    Self-Employed May 2022 - Present
    - Private investor focusing on seed and pre-seed companies that use technology to meet needs in niche markets.
  • Simplicity Group Holdings
    Evp Of Strategy
    Simplicity Group Holdings Sep 2019 - May 2022
    Summit, New Jersey, Us
    - Developed and implemented strategies to drive sales growth in annuity, life, and LTC insurance.- Partnered on M&A activities, leveraging industry expertise to optimize deal structures.- Expanded Simplicity Group's distribution network through strategic partnerships with life insurance carriers.- Contributed to the overall strategic direction and policy of the company as a member of the executive team.
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  • Simplicity Life
    Principal And President
    Simplicity Life 2018 - May 2022
    - Led insurance wholesaling, life insurance, and annuity sales efforts.- Provided agents with premier tools, training, and marketing support.- Guided high-level business planning, project development, and client management.- Continued rapid revenue and profit growth.
  • Simplicity Life
    Chairman And Ceo
    Simplicity Life Mar 2003 - Sep 2019
    - Grew the company's revenue and profit over 100 fold and successfully navigated the sale of the company in 2016.- Responsible for overall strategy, sales, marketing, and operations.- Built a successful team to handle the rapid growth of the company.- Focused on providing solutions for institutions and agents to grow their annuity and life sales.
  • American Management Systems
    Project Manager
    American Management Systems 1997 - 2003
  • American Management Systems (Ams)
    Principal
    American Management Systems (Ams) 1997 - 2003

Jacob Stern Skills

Fixed Annuities Insurance Life Insurance Retirement Planning Retirement Financial Planning Long Term Care Marketing Term Life Insurance Sales Disability Insurance Financial Services Business Planning Investments Wealth Management Iras Health Insurance 401k Series 7 Small Business Estate Planning Underwriting Property And Casualty Insurance Series 6 Financial Advisory Mutual Funds Marketing Strategy Long Term Care Insurance Whole Life Strategic Financial Planning Financial Planners Training Business Strategy Crm Series 63 Employee Benefits Mergers And Acquisitions Brokers Universal Life Annuity Sales Index Universal Life Wealth Mergers Corporate Strategy Formulation

Jacob Stern Education Details

  • University Of Michigan
    University Of Michigan
    Economics
  • Torrey Pines
    Torrey Pines

Frequently Asked Questions about Jacob Stern

What company does Jacob Stern work for?

Jacob Stern works for Self-Employed

What is Jacob Stern's role at the current company?

Jacob Stern's current role is Private Investor.

What is Jacob Stern's email address?

Jacob Stern's email address is js****@****tal.com

What is Jacob Stern's direct phone number?

Jacob Stern's direct phone number is +185879*****

What schools did Jacob Stern attend?

Jacob Stern attended University Of Michigan, Torrey Pines.

What are some of Jacob Stern's interests?

Jacob Stern has interest in Children.

What skills is Jacob Stern known for?

Jacob Stern has skills like Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Retirement, Financial Planning, Long Term Care, Marketing, Term Life Insurance, Sales, Disability Insurance, Financial Services.

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