Jerry Pollard Email & Phone Number

President and Founder @ SUCCESSION PLANNING SERVICES-SPS

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Jerry Pollard Location

Bradenton, FL, US

Jerry Pollard Work

2015 - now President and Founder @ SUCCESSION PLANNING SERVICES-SPS
2005 - 2015 Financial Advisor, CPA @ Financial Services Company
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2003 - 2005 Founder: Innovative and Strategic Solutions @ Pollard & Associates

1989 - 2003 Senior Executive Vice President and Member of Senior Operating Committee @ MBNA America Bank
1986 - 1989 Controller @ First City Bank-Sioux Falls, N.A.
1981 - 1985 CPA @ KPMG (formerly Peat, Marwick, Mitchell & Company--CPA's)

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Jerry Pollard Education

University of Nebraska-Lincoln
Bachelor's degree in (Accounting and Finance)

Jerry Pollard Skills

Strategic Consulting
Financial Analysis
Retirement Plan Consulting

Retirement Planning
Retirement Income Strategies
Investment Strategies
Tax-advantaged Investment Strategies
Estate Planning
Finance
Strategic Financial Planning

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Jerry Pollard Summary

Jerry Pollard, based in Bradenton, FL, US, is currently a President and Founder at SUCCESSION PLANNING SERVICES-SPS. Jerry Pollard brings experience from previous roles at Ameriprise Financial, Pollard & Associates, MBNA America Bank and First City Bank-Sioux Falls, N.A.. Jerry Pollard holds a Bachelor's degree in in Accounting and Finance @ University of Nebraska-Lincoln. With a robust skill set that includes Strategic Consulting, Financial Analysis, Retirement Plan Consulting, Retirement Planning, Retirement Income Strategies and more.

Jerry Pollard Phone Numbers

Found 1 phone numbers

+1 727-343-XXXX

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Yankton, SD, US
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