Jeffrey J. Seward

About Jeffrey J. Seward

Experienced professional with numerous years of legal, compliance, management, and…

Experience

1. Executive Director Legal Counsel

   Special Assistance Network Inc

   Jan 2016 — Present · FL, US

   Acting as the Executive Director/Legal Counsel for the Special Assistance Network, Inc, a nationwide authorized IRS 501(c)(3) nonprofit organization assisting families with any type of special needs individuals, whether they are children or adults. The Special Assistance Network (SAN) is a third party administrator for Special Needs Trusts nationwide utilizing all types of assets for the benefit of the Special Needs individual. The Special Assistance Network works with all clients, attorneys, insurance professionals, and financial advisers in any location to keep families in

Education

• Ohio Northern University-Pettit College of Law

  Juris Doctor (J.D.)

• University of Nebraska-Lincoln

  Master's degree (M.S.)

• Ohio Northern University

  Bachelor of Arts (B.A.)

• Walden University

  Doctor of Philosophy (Ph.D.)

Skills

• Asset Management
• Retirement Planning
• Relationship Management
• Compliance
• Banking
• Risk Management
• Legal Assistance
• Credit
• Institutional
• Thought Leadership
• Trust Services
• Investments
• Insurance
• Sales Management
• Estate Administration
• High Net Worth Individuals
• Regulatory Compliance
• Alternative Investments
• Project Management
• Financial Services
• Securities
• Estate Planning
• Investment Management
• Financial Planners
• Investment Advisory
• Financial Planning
• Leadership
• Wealth Management
• Team Leadership
• Finance