Jeff Vieder
Wealth Advisor | VP of Strategic Partnerships at Schechter
- Role
- Wealth Advisor VP of Strategic Partnerships at Schechter
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Jeff Vieder
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years…
Experience
Wealth Advisor VP of Strategic Partnerships
Sep 2020 — Present · Birmingham, MI, US
Schechter Wealth is a third generation wealth advisory firm. Schechter focuses on three different business lines that are all complementary.Wealth Management - Portfolio Design & Management, Financial Planning and Estate Planning. On a discretionary basis, we invest our clients\' portfolio in stocks, bonds, real estate, hedge funds and private equity.Advanced Life Insurance Design - Complex and unique solutions using life insurance, with a focus on Premium Financing, Private Placement, High Income Disability, Long Term Care, Annuities, Executive Benefits and Traditional Life Insurance.Private Capital - Private Equity Group making direct investments into private companies, typically late stage growth companies, focused on the preservation of capital through deal source structuring and diligent investment selection.
Education
Walsh College
Bachelor of Business Administration - Finance
Skills
- Life Insurance
- Marketing Strategy
- Negotiation
- Microsoft Excel
- Powerpoint
- Public Speaking
- Leadership
- Business Analysis
- Customer Service
- Event Planning
- Management
- Analysis
- Social Media
- Project Management
- Analytics
- Marketing
- Strategic Planning
- Research
- Microsoft Office
- Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.