Jeff Socha Location
- Austin, TX, US
Jeff Socha Work
- 2021 -now Chief Executive Officer @
- 2013 -now Chief Financial Officer @ American Underground Construction
- 2020 -2023 Chief Financial Officer @ National Merchants Association
- 2015 -2021 Principal @
- 2013 -2021 Founder @
- 2010 -2015 Lobbyist @ IFAPAC
- 2010 -2015 Lobbyist @ NYLPAC
- 2013 -2015 Senior Financial Consultant @ The Nautilus Group®
- 2010 -2015 Senior Financial Advisor @
- 2007 -2010 Senior Project Executive @ G&R Electric
- 2006 -2007 Project Manager @
- 2003 -2006 Senior Account Executive @
Jeff Socha Education
- Harvard Business School
Leading Professional Service Firms (LPSF)
2020-2020 - Harvard Business School
General Management Program GMP 27
2019-2019 - Texas A&M University
Bachelor's Degree Engineering - Minor Degree Finance (Mechanical Engineering - Finance)
1998-2003
Jeff Socha Skills
- Corporate Finance
- Executive Leadership
- Executive Management
- Management Consulting
- Managerial Finance
- Operations Management
- Strategic Consulting
- Strategic Planning
- Finance
- Retirement Planning
- Estate Planning
- Risk Management
- Legacy Planning
- Business Succession Planning
- Succession Planning
- Financial Planning
- Financial Advisory
- Wealth Management
- Asset Protection
- Portfolio Management
- Financial Analysis
- Financial Services
- Marketing
- Project Management
- Creative Strategy
- Leadership
- Management
- Public Speaking
- Customer Service
- Organizational Leadership
- People Management
- C Level Management
- C-Level Leadership
- C-Level Consulting
- C-Level Negotiations
- Wealth Preservation Planning
- Multi-Generational Planning
- Buy-sell Agreements
- Charitable Giving
- Lifetime Income Strategies
- Wealth Transfer Strategies
- Business Exit Strategy
- Personal Finance
- Protection Planning/Family security
- Wealth Management Services
- Analytical Reasoning
- Persuasion
- Collaboration
- Organizational Agility
- Time Management
- Investments
- Retirement
- Life Insurance Strategies
- Life Insurance
- Small Business
- Business Insurance Planning
- IRA Rollovers
- Key Person Insurance
- Permanent Life Insurance
- Supplements to Employee Benefits
- Licensed Life Insurance Agent
- Licensed in Long Term Care Insurance
- 401(k) Rollovers
- Annuity Sales
- Insurance
- Strategy
- Securities
- Wealth
- Mutual Funds
- Fixed Annuities
- 401k Rollovers
- Boutique
- Sales
- Personal Financial Planning
- Multi Generational Planning
- Social Media
- Change Management
- Financial Reporting
- Buy Sell Agreements
- 401 Rollovers
- C Level Leadership
- C Level Consulting
- C Level Negotiations
Jeff Socha Summary
- Jeff Socha, based in Austin, TX, US, is currently a Chief Executive Officer at Socha Capital. Jeff Socha brings experience from previous roles at American Underground Construction, National Merchants Association, First Financial Resources, LLC and Ark Financial. Jeff Socha holds a 2020 - 2020 Leading Professional Service Firms (LPSF) @ Harvard Business School. With a robust skill set that includes Corporate Finance, Executive Leadership, Executive Management, Management Consulting, Managerial Finance and more. Jeff Socha has 4 emails and 2 mobile phone numbers on RocketReach.
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