Jimmy Egas
Director of Charter Memberships at Family Office Club at Family Office Club- Claim this Profile
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Bio
Kamila Forkosh Lavan, Ph.D.
Jimmy is an Amazing human being- very kind and incredibly helpful!! The high level of professionalism he carries is seen in everything he does. Jimmy is there, available and willing, to answer questions, offer guidance, support, and simply provide exceptional customer service! I felt very welcome and comfortable with FO from. the start in part due to how Jimmy handled the introduction, was open, patient, and projected care. In fact, I've already spoken about FO to many and suggested joining as well! Thank you!!
Kimberly Calhoun
Jimmy has the most positive attitude snd outlook for business and great personality for PR. I enjoyed working with him.
Kamila Forkosh Lavan, Ph.D.
Jimmy is an Amazing human being- very kind and incredibly helpful!! The high level of professionalism he carries is seen in everything he does. Jimmy is there, available and willing, to answer questions, offer guidance, support, and simply provide exceptional customer service! I felt very welcome and comfortable with FO from. the start in part due to how Jimmy handled the introduction, was open, patient, and projected care. In fact, I've already spoken about FO to many and suggested joining as well! Thank you!!
Kimberly Calhoun
Jimmy has the most positive attitude snd outlook for business and great personality for PR. I enjoyed working with him.
Kamila Forkosh Lavan, Ph.D.
Jimmy is an Amazing human being- very kind and incredibly helpful!! The high level of professionalism he carries is seen in everything he does. Jimmy is there, available and willing, to answer questions, offer guidance, support, and simply provide exceptional customer service! I felt very welcome and comfortable with FO from. the start in part due to how Jimmy handled the introduction, was open, patient, and projected care. In fact, I've already spoken about FO to many and suggested joining as well! Thank you!!
Kimberly Calhoun
Jimmy has the most positive attitude snd outlook for business and great personality for PR. I enjoyed working with him.
Kamila Forkosh Lavan, Ph.D.
Jimmy is an Amazing human being- very kind and incredibly helpful!! The high level of professionalism he carries is seen in everything he does. Jimmy is there, available and willing, to answer questions, offer guidance, support, and simply provide exceptional customer service! I felt very welcome and comfortable with FO from. the start in part due to how Jimmy handled the introduction, was open, patient, and projected care. In fact, I've already spoken about FO to many and suggested joining as well! Thank you!!
Kimberly Calhoun
Jimmy has the most positive attitude snd outlook for business and great personality for PR. I enjoyed working with him.
Credentials
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215 License - Life Insurance, Health Insurance & Annuities
FL InsuranceMay, 2018- Nov, 2024 -
Professional Tennis Registry 10& UNDER Certified Instructor
Professional Tennis Registry - PTR -
Professional Tennis Registry High Performance Certified Instructor
Professional Tennis Registry - PTR
Experience
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Family Office Club
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United States
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Financial Services
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1 - 100 Employee
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Director of Charter Memberships at Family Office Club
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Aug 2022 - Present
The Family Office Club Our team operates the #1 largest association in the ultra-wealthy investor space called the family office industry. Our community hosted here on LinkedIn has over 140,000 registered members from 100+ countries. We have over 2,750 registered family offices globally which individually manage over $1 Trillion of Assets Under Management. Our family office website is also the most visited website in the entire industry http://FamilyOffices.com Thought Leadership: Family Office Club CEO Richard C. Wilson recently published his latest book, The Single-Family Office: Creating, Operating & Investing, & Managing Investments of a Single-Family Office. We are the #1 most visited web property on family offices and have published more than 2,250 articles, whitepapers, video recordings, and audio interviews to date. Workshops and Conferences: The Family Office Club hosts a 15+ events each year where members can gather to network and learn from other family offices & accredited investors. We invite top speakers, investors and family office executives to act as trainers in our intimate, full-day workshops. Industry Data and Analysis: We employ a number of talented researchers and analysts to study the industry and produce valuable resources like regional reports, family office database, or compensation surveys. For example, Bloomberg News has frequently relied on our research in their family office industry reporting. Show less
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Walk and Grub
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United States
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Food & Beverages
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Co-Founder
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Nov 2019 - May 2022
Walk & Grub is a food walking experience that introduces local residents to some of the best restaurants in their neighborhood. Walk & Grub was developed to promote local restaurants to the community and visitors. Walk & Grub is a non-group non-escorted walking food festival that introduces residents to the best restaurants in their neighborhood. **SOCIAL DISTANCING GUIDELINES ENFORCED ** It's simple: The walk & grub attendees will meet at a designated area near the restaurants to receive their wristband. They will also receive a map with a listing of all the restaurants participating in the Walk & Grub Program. They will then have the opportunity to walk on their own to all the restaurants for 2.5 hours of sampling bites from all the restaurants on the Walk + Grub program. For restaurant owners; There is no fee for your restaurants to be involved, all you would have to do is provide small samples to the Walk + Grub customers. We believe that this is the best marketing tool to bring new customers and returned customers to restaurants without spending any money or increasing their advertisement budget. Show less
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Intupower
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United States
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E-Learning Providers
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1 - 100 Employee
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Head of Business Development
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Jun 2019 - Mar 2020
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Tom James Company
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United States
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Retail Apparel and Fashion
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700 & Above Employee
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High End Executive Custom Clothier
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Aug 2018 - Apr 2019
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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May 2017 - Jul 2018
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Cliff Drysdale Tennis
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United States
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Spectator Sports
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1 - 100 Employee
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Head Pro tennis
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Mar 2016 - Jul 2018
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ALPFA Inc - Association of Latino Professionals For America
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United States
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Civic and Social Organizations
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200 - 300 Employee
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Active Member
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Aug 2016 - Jun 2018
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City of Miami
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United States
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Government Administration
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700 & Above Employee
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Assitant Tennis Director
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Jul 2014 - Mar 2016
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Nike
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United States
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Retail
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700 & Above Employee
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Nike Tennis Camp- Junior Development Tennis Coach
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Jul 2015 - Aug 2015
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Education
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2014 - 2018
Florida International University
Bachelor’s Degree, in Management with a dual certificate in Entrepeneurship & Customer Relationship Management -
2010 - 2014
Coral Gables Senior High School
High School Diploma
Community
