Jason Zimmerman, MBA
Senior Managing Director at Schechter Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Birmingham, Michigan, United States, US
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Experience
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Schechter
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United States
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Financial Services
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1 - 100 Employee
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Senior Managing Director
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1997 - Present
I help to define the strategic direction of the firm. Schechter is primarily focused in the areas of Life Insurance based planning solutions, Investment alternatives, and Employee Benefits. I also manage relationships with referring and strategic partners such as insurance professionals, banks, CPA’s and money managers to help further grow our advanced life insurance planning area. In addition, I work directly with clients and their advisors in the execution of sophisticated solutions in wealth accumulation and preservation, wealth transfer and charitable giving. Show less
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Education
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1994 - 1997
Fordham Gabelli School of Business
MBA, Finance -
1986 - 1990
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
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