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Todd Weiner Email & Phone Number

Chief Operating Officer at Jacoby Agency Insurance Services, Inc.
Location: Los Angeles Metropolitan Area, United States, United States 11 work roles 2 schools
1 work email found @advcg.com LinkedIn matched
4 data sources Profile completeness 100%

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Role
Chief Operating Officer
Location
Los Angeles Metropolitan Area, United States, United States
Company size

Who is Todd Weiner? Overview

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Quick answer

Todd Weiner is listed as Chief Operating Officer at Jacoby Agency Insurance Services, Inc., a company with 7 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at advcg.com and a matched LinkedIn profile for Todd Weiner.

Todd Weiner previously worked as Chief Operating Officer at Center For Tax, Strategies & Resources and Chief Operating Officer at Bfhs Insurance Services, Inc.. Todd Weiner studied at San Diego State University.

Company email context

Email format at Jacoby Agency Insurance Services, Inc.

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{first}@advcg.com
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Profile bio

About Todd Weiner

I have been working in the financial services industry for 30 years. My experience within the financial services began with an entry-level position in banking. I spent five years working in banking and rising in rank. While working for a bank as an Assistant Manager, one of my clients approached me to run his financial services company. I handled the day-to-day operations so the owner could do what he enjoyed doing, selling. My responsibilities included hiring and supervising support staff and working with his clientele. After I helped build up the business, I aided the owner in selling his business to another financial services company. I was hired by another financial services entrepreneur to run his business. After working for him for 16 years, I formed my own company, KBC Financial and Insurance Services, Inc., in 2012. KBC's mission is to free up financial services entrepreneurs from daily administration tasks. Currently, I manage five different financial services businesses. In my off hours, I enjoy spending time with my wife of over 25 years, our three daughters, and our two dogs. (At one time, we had fourteen different animals in our house.) Besides doting on my family, I enjoy watching sports (baseball, hockey, and football), playing cards, and napping.

Listed skills include Retirement Planning, Program Management, Succession Planning, Employee Benefits, and 17 others.

Current workplace

Todd Weiner's current company

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

Jacoby Agency Insurance Services, Inc.
Jacoby Agency Insurance Services, Inc.
Chief Operating Officer
Los Angeles, CA, US
Website
Employees
7
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11 roles · 44 years

Todd Weiner work experience

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

Chief Operating Officer

Jacoby Agency Insurance Services, Inc.

Los Angeles, CA, US

Chief Operating Officer

Current

Assisted in the development of the organization. From the documentation, products and services, pricing, website development, to the ongoing management.The Center is a membership-based organization that operates as a national financial services think tank. The organization is for CPAs, Tax Attorneys, Asset Under Management, Insurance Professionals, etc..

Apr 2019 - Present

Chief Operating Officer

Current
Bfhs Insurance Services, Inc.

Encino, California

I oversee the day-to-day operations of the corporation. The corporation does business under the name The Advisor Consulting Group (ACG). ACG is a complete financial services organization.

Sep 2012 - Present

President

Current
Kbc Financial And Insurance Services, Inc.

West Hills, California

After learning so much about the financial services industry, I decided to go out on my own and do what I had done for my previous employers for other entrepreneurs. This corporation assists other corporations and/or financial representatives with back-office assistance and/or management.Additionally, I am a traveling notary.

Dec 2012 - Present

Chief Operating Officer

Current
Xel Financial And Insurance Services, Inc.

After the sale of my previous employer's business, I was hired by XEL. I ran the principal's business so that he was freed up to do the tasks he enjoys. I have done all aspects of his business - from overseeing employees (hiring, training, terminating), sales process (preparing sales presentations), underwriting (gathering and coordinating information to.

Feb 2002 - Present

Vice President, Client Services

Executive Compensation Group

Woodland Hills, CA

While employed at ECG, I ran the day to day operations of the owners business. I was able to increase the business's revenue by multimillion dollars and helped the owner sell his financial services company for millions of dollars.

1997 - 2002 ~5 yrs

Assistant Manager

While working at Great Western Bank, I was responsible for running the bank branch - from hiring, training, terminating, and promoting employees to overseeing the new accounts area to the teller side.

1993 - 1997 ~4 yrs

Financial Services Representative

Homefed Bank

La Mesa, California, United States

Out of college I started in banking as a new account representative and worked my way up the ladder within the banks I worked for.

1990 - 1993 ~3 yrs

Sales Representative

Kids Mart

San Diego, California, United States

In order to stay in San Diego for the summer, my parents insisted that I get employment. This was the only job available to me, as I started my search late. I was a sales representative for this children's clothing and accessories store located in the mall.

Jun 1986 - Sep 1986

Retail Sales Clerk

Orbachs

West Hills, Califorinia

During my senior year of high school, worked at the now-defunct Orbachs department store as a sales clerk. I covered the Men's, Children's, Women's Dresses, and Women's undergarmets.

1984 - 1985 ~1 yr

Warehouse Manager

Los Angeles, California, United States

Rochelle was a model who later became a sweater designer and manufacturer. She started a sweater importing business where she designed and produced women's sweaters. Started out as a stockboy and within a year became the warehouse manager.

1982 - 1985 ~3 yrs
2 education records

Todd Weiner education

Education record

Originally, I started as a business major with a minor in accountancy and changed my minor in my senior year, to the chagrin of my.

Education record

Activities and Societies: Football playerI was a good student who loved playing sports. I can't fix my car because I had to take Calculus.

FAQ

Frequently asked questions about Todd Weiner

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

What company does Todd Weiner work for?

Todd Weiner works for Jacoby Agency Insurance Services, Inc..

What is Todd Weiner's role at Jacoby Agency Insurance Services, Inc.?

Todd Weiner is listed as Chief Operating Officer at Jacoby Agency Insurance Services, Inc..

What is Todd Weiner's email address?

AeroLeads has found 1 work email signal at @advcg.com for Todd Weiner at Jacoby Agency Insurance Services, Inc..

Where is Todd Weiner based?

Todd Weiner is based in Los Angeles Metropolitan Area, United States, United States while working with Jacoby Agency Insurance Services, Inc..

What companies has Todd Weiner worked for?

Todd Weiner has worked for Jacoby Agency Insurance Services, Inc., Center For Tax, Strategies & Resources, Bfhs Insurance Services, Inc., Kbc Financial And Insurance Services, Inc., and Xel Financial And Insurance Services, Inc..

Who are Todd Weiner's colleagues at Jacoby Agency Insurance Services, Inc.?

Todd Weiner's colleagues at Jacoby Agency Insurance Services, Inc. include Sam Keck, Mba, Clu, Lutcf, Cfp®, Aif® and Robert Brown.

How can I contact Todd Weiner?

You can use AeroLeads to view verified contact signals for Todd Weiner at Jacoby Agency Insurance Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Todd Weiner attend?

Todd Weiner studied at San Diego State University.

What skills is Todd Weiner known for?

Todd Weiner is listed with skills including Retirement Planning, Program Management, Succession Planning, Employee Benefits, Mergers, New Business Development, Strategic Planning, and Insurance.

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