Jack Elder Email & Phone Number
Head of Advanced Sales @ CBS Brokerage
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Jack Elder Location
- Jamison, PA, US
Jack Elder Work
- 2021 -now Head of Advanced Sales @
- 2008 -2019 Vice President Sales and and Advanced Sales @
- 2006 -2008 Taxation, Estate Planning and Trust and Estate Administration @
- 2004 -2006 Tax Associate @
Jack Elder Education
- Georgetown University Law Center
Master of Laws (LL.M) Taxation (Taxation)
2003-2004 - George Mason University - Antonin Scalia Law School
Juris Doctor (George Mason)
2000-2003 - George Mason University
Bachelor of Arts, Honors English (with Distinction) (English)
1996-1999
Jack Elder Skills
- Estate Planning
- Tax
- Insurance
- Business Planning
- International Tax
- Financial Planning
- Corporate Tax
- Income Tax
- High Net Worth Individuals
- Tax Research
- Executive Compensation
- Succession Planning
- Sales Process
- Life Settlements
- Direct Sales
- Strategic Financial Planning
- Fixed Annuities
- Life Insurance
- Asset Protection
- Executive Pay
- Investments
- Trusts
- Financial Planners
- Retirement Planning
- Disability Insurance
- Mergers & Acquisitions
- Long-term Care
- Series 6
- Wealth
- Retirement
- Financial Services
- Employee Benefits
- Estate Administration
- Estate Tax Planning
- Executive Compensation Planning
- Universal Life
- Life & Health Insurance Licenses
- Sales
- High Net Worth
- Long Term Care
- Microsoft Excel
- Litigation
- Strategic Financial
- Strategy
- Microsoft Office
- Mergers and Acquisitions
Jack Elder Summary
- Jack Elder, based in Jamison, PA, US, is currently a Head of Advanced Sales at CBS Brokerage. Jack Elder brings experience from previous roles at Crump Life Insurance Services, WardChisholm, P.C. and PwC. Jack Elder holds a 2003 - 2004 Master of Laws (LL.M) Taxation in Taxation @ Georgetown University Law Center. With a robust skill set that includes Estate Planning, Tax, Insurance, Business Planning, International Tax and more. Jack Elder has 2 emails and 1 mobile phone numbers on RocketReach.
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