Jim Kerley Email & Phone Number
Managing Partner, Clearview Partners @ Clearview Partners
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Jim Kerley Location
- Old Lyme, CT, US
Jim Kerley Work
- Managing Partner, Clearview Partners @ (November 2019 - Present)
- Chief Membership Officer LIMRA, LOMA @ (January 2014 - Present)
- President, LL Global Services, Inc @ (January 2010 - December 2014)
- Owner @ Clearview Partners (August 2001 - March 2007)
- Partner @ Trinity Communications (January 1996 - May 2000)
Jim Kerley Education
- Nichols College
BBA (Management)
1965-1969 - Suffolk University
Masters (Counseling)
Jim Kerley Skills
- Account Management
- Business Development
- Employee Benefits
- Executive Coaching
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Leadership
- Life Insurance
- Marketing
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Wealth Management
- cultivating trust, coaching mindset, active listening, identifying growth opportunities
- Keynote
- Strategic Financial
- Social Media
- Microsoft Excel
- Membership
- Customer Service
- Management
Jim Kerley Summary
- Jim Kerley, based in Old Lyme, CT, US, is currently a Managing Partner, Clearview Partners at Clearview Partners USA. Jim Kerley brings experience from previous roles at LIMRA, LOMA, Clearview Partners and Trinity Communications. Jim Kerley holds a 1965 - 1969 BBA in Management @ Nichols College. With a robust skill set that includes Account Management, Business Development, Employee Benefits, Executive Coaching, Financial Planning and more. Jim Kerley has 3 emails and 2 mobile phone numbers on RocketReach.
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