Experience

Intellectus Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Head of Wealth Planning and Family Office Services

  • Oct 2019 - Present

  Western United States Assist entrepreneurs, executives, family offices and their advisors in making their wealth impactful on people and causes they care about - effectively integrating investment, planning and philanthropic solutions to create lasting, meaningful legacies.



PwC

• Professional Services
• 700 & Above Employee

• Retired Partner, PFS/PCS

  • Jul 2019 - Present

  Greater Los Angeles Area Tax and Personal Financial Services practices

• Partner PFS/PCS

  • Jan 2011 - Jun 2019

  Greater Los Angeles Area PFS (Personal Financial Services) practice leader for Southern California, Arizona and Nevada practice region



Deutsche Bank Trust Company

• United States
• Banking
• 1 - 100 Employee

• Managing Director, Head, Wealth Planning - West Region

  • Jan 2007 - Dec 2010

  Greater Los Angeles Area Head of wealth planning group for west region of US charged with providing wealth advisory services to private bank and brokerage clients



CitiGroup Private Bank

• 1 - 100 Employee

• Managing Director, Head of Wealth Planning Western Region

  • Feb 2003 - Dec 2006

  Greater Los Angeles Area Head of wealth planning group for west region of US private bank charged with providing wealth advisory service to private bank clients



KFI AM640

• United States
• Broadcast Media Production and Distribution

• On Air Personality

  • 1989 - 1996

  Los Angles California Hosted the popular financial and tax planning radio show "Talkin' $ with Jeff Saccacio" providing on air advise and know-how to the Greater Southern California marketplace, enhancing people's ability to achieve their financial goals and objectives.