Jeff Socha
- Role
- Chief Executive Officer at Socha Capital
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeff Socha
I am fortunate to lead Socha Capital, where we aim to serve high-net-worth individuals…
Experience
Chief Executive Officer
Apr 2021 — Present
Education
Harvard Business School
General Management Program GMP 27
2019 — 2019
Harvard Business School
Leading Professional Service Firms (LPSF)
2020 — 2020
Texas A&M University
Bachelor's Degree Engineering - Minor Degree Finance
1998 — 2003
Skills
- Securities
- Business Insurance Planning
- Management
- Business Exit Strategy
- Insurance
- Wealth
- Wealth Management
- Public Speaking
- Supplements to Employee Benefits
- Wealth Preservation Planning
- Permanent Life Insurance
- Annuity Sales
- Business Succession Planning
- Financial Advisory
- Strategy
- Risk Management
- Investments
- 401(K) Rollovers
- Finance
- Multi-Generational Planning
- Small Business
- Marketing
- Lifetime Income Strategies
- Wealth Transfer Strategies
- Legacy Planning
- Retirement Planning
- Financial Services
- Financial Analysis
- Asset Protection
- Protection Planning/Family Security
- Fixed Annuities
- Strategic Planning
- Financial Planning
- Charitable Giving
- Personal Finance
- Portfolio Management
- Licensed Life Insurance Agent
- Retirement
- Life Insurance
- Customer Service
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