Jesse Gurevich
Chief Of Staff | Executive Team, Strategy l Founder l New Business Development l Mentor
- Role
- Chief of Staff at Vrgl
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jesse Gurevich
The advice gap in wealth management isn’t a talent problem. It’s a data…
Experience
Chief of Staff
Sep 2021 — Present · Dallas, TX, US
VRGL provides automated data extraction and institutional-grade analytics to empower wealth management firms to accelerate the Client Acquisition, Proposal Management and Retention (\"CAPM & R\") process. By giving clients a complete view of their consolidated investment picture and what a transition would look like, VRGL enables advisors to quickly demonstrate how and why they add value. This methodology presented at the front end of advisor engagement decreases the time and cost associated with lengthy prospecting so advisors can accelerate time to new revenue and retention of existing AUM. Founded by pioneers of the institutional wealth management industry, VRGL\'s technology lets advisors seamlessly aggregate all client investment data and provides a no-touch analytics package and proposals allowing an advisor to contextualize their own investment offerings and advice.
Education
University of Rhode Island - College of Business
Bachelor, concentration in finance and accounting
1998
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