Jeremy Couch
Director, Advisory Integration & FinTech Solutions
- Role
- Director, Advisory Integration Solutions at Pacific Life
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Director, Advisory Integration Solutions
Dec 2019 — Present · Newport Beach, CA, US
Part of the new RIA team at Pacific Life with a focus, but not limited to, data integrations and strategic partnerships. The key to portfolio management starts with specific and accurate data. I assist RIAs and software providers by insuring that Pacific Life delivers accurate and transparent annuity data and values.
Skills
- Business Planning
- Sales Operations
- Customer Service
- Training
- Financial Analysis
- Business Development
- Strategic Financial Planning
- Strategic Planning
- Investment Management
- Insurance
- Enterprise Software
- Management
- Budgets
- Finance
- Portfolio Management
- Investments
- Microsoft Excel
- Entrepreneurship
- Nonprofits
- Public Speaking
- Financial Planning
- Leadership
- Banking
- Risk Management
- Process Improvement
- Marketing
- Small Business
- Microsoft Office
- Sales
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