Jeff Berkowitz Email & Phone Number
Financial Advisor
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Jeff Berkowitz Location
- Naples, FL, US
Jeff Berkowitz Work
- Financial Advisor @ Life Planning Group (January 2018 - Present)
- Registered Representative @ (April 2012 - January 2018)
- VP Sales and Marketing @ Parigi Group (January 1999 - October 2011)
- Northeast Account Manager @ KHQ (February 2002 - January 2004)
- Director of Sales and Marketing @ Skibo (January 1997 - December 2002)
- Northeast Account Manager @ Comet Group (January 1998 - October 2002)
- Northeast Account Manager @ (March 1996 - February 2002)
Jeff Berkowitz Education
- Baruch College
Business Management & Marketing
- Fashion Institute of Technology
Continuing Education (Business and Personal/Financial Services Marketing Operations)
- Queensborough Community College of The City University of New York (CUNY)
Associate of Applied Science in Business Management (Minor in Marketing) (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
Jeff Berkowitz Skills
- Account Management
- Account Managemnt
- Apparel
- Business Process Improvement
- Client Relations
- Client Relations Skills
- Cross-functional Coordination
- Customer Relationship Management (CRM)
- Denim
- Disability Insurance
- Finance
- Financial Analysis
- Financial Operations
- Fixed Annuities
- Invest
- Investment Advisory
- Investments
- Key Account Development
- Leadership Development
- Logistics Management
- Long Term Care Insurance
- Marketing Strategy
- Merchandising
- Negotiation
- Operations Management
- Permanent Life Insurance
- Private Label
- Retail
- Return on Investment
- Risk Management
- Sales
- Sales Man
- Sales Management
- Strategic Planning
- Tech Packs
- Term Life Insurance
- Territory Growth
- Trend Analysis
- Wealth Management Services
- Wholesale
Jeff Berkowitz Summary
- Jeff Berkowitz, based in Naples, FL, US, is currently a Financial Advisor at Life Planning Group. Jeff Berkowitz brings experience from previous roles at MassMutual Financial Group, Parigi Group, KHQ and Skibo. Jeff Berkowitz holds a Business Management & Marketing @ Baruch College. With a robust skill set that includes Account Management, Account Managemnt, Apparel, Business Process Improvement, Client Relations and more. Jeff Berkowitz has 1 emails and 3 mobile phone numbers on RocketReach.
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