Jason Weichbrodt

Role
Director of Sales and Business Development at Impact Wealth
Location
Tulsa, OK, US
LinkedIn followers
500 followers

About Jason Weichbrodt

Entrepreneurial, Analytical, Customer-centric. 20+ year track record leading highly…

Experience

  1. Director of Sales and Business Development

    Impact Wealth

    Jan 2023 — Present

    Custom Strategies to Grow Retirement Income, Transfer Wealth, Lower Taxes and Reduce Risk Impact Wealth provides comprehensive wealth management services that simplify your life so that you can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals. Learn more at

Skills

  • Entrepreneurship
  • Finance
  • Insurance
  • Financial Structuring
  • Brokers
  • Asset Managment
  • Structured Finance
  • Business Strategy
  • Management
  • Asset Management
  • Financial Advisory
  • Private Equity
  • Estate Planning
  • Investments
  • Business Development
  • Sales
  • Life Insurance
  • Portfolio Management
  • Risk Management
  • Retirement
  • Marketing
  • Due Diligence
  • Alternative Investments
  • Capital Markets
  • Start-Ups
  • Life Settlements
  • Executive Management
  • Hedge Funds
  • Strategic Planning

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Jason Weichbrodt — Director of Sales and Business Development at Impact Wealth in Tulsa, OK, US | Unifers