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Jeff Vieder

Wealth Advisor VP of Strategic Partnerships @Schechter

Detroit, MI, US
EMAILS
j••••••@schechterwealth.com
MOBILE NUMBERS
+12•••••••63

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WORK HISTORY

Sep 2020 — Present

Wealth Advisor VP of Strategic Partnerships @Schechter

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

N/A

Walsh College

Bachelor of Business Administration - Finance

SKILLS

Life InsuranceMarketing StrategyNegotiationMicrosoft ExcelPowerpointPublic SpeakingLeadershipBusiness AnalysisCustomer ServiceEvent PlanningManagementAnalysisSocial MediaProject ManagementAnalyticsMarketingStrategic PlanningResearchMicrosoft OfficeSales

ABOUT JEFF VIEDER

Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years…

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