Jason Zimmerman
Private Equity Investor bij Schechter Private Capital LLC
Profiel
Jason Zimmerman is a Senior Advisor at Schechter with over 20 years of insurance and financial services experience.
Jason was vital in shaping Schechter’s strategic direction and helped contribute to the company’s successful growth over multiple decades.
He continues his integral role with Schechter through his direct work.
Jason has been a top independent producer for multiple industry-leading carriers, including Penn Mutual, Midland National, Pacific Life, Prudential, Lincoln, and others.
He frequently speaks at industry symposiums and conferences around the country, sharing Schechter’s philosophy, innovative insurance-related strategies, and tailored advisory offerings to high net worth clients.
Jason is actively involved in a number of professional organizations, including NAIFA (National Association of Insurance and Financial Advisors), AALU (Association for Advanced Life Underwriting), AIPAC (American Israel Public Affairs Committee) and serves on the board of the Dr. Gary Burnstein Community Health Clinic.
Jason is a graduate of the University of Wisconsin-Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.
Actieve functies van Jason Zimmerman
Bedrijven | Functie | Begin |
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Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Private Equity Investor | 01-01-1997 |
Schechter Wealth Strategies
Schechter Wealth Strategies Investment ManagersFinance Part of NFP Holdings LLC, Schechter Wealth Strategies is an American company that provides wealth advisory and financial services. Marc Schechter has been the CEO of the private company since 2002. | Consultant / Advisor | 01-01-1997 |
Opleiding van Jason Zimmerman
Fordham University | Masters Business Admin |
University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Schechter Wealth Strategies
Schechter Wealth Strategies Investment ManagersFinance Part of NFP Holdings LLC, Schechter Wealth Strategies is an American company that provides wealth advisory and financial services. Marc Schechter has been the CEO of the private company since 2002. | Finance |
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |