Kurt Jasin
- Role
- Private Wealth Advisor at Bernstein Private Wealth Management
- Location
- Huntington Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kurt Jasin
As a wealth advisor, I provide wealth planning advice to individuals, business owners…
Experience
Private Wealth Advisor
Bernstein Private Wealth Management
Jul 2021 — Present
Invest with intention. We partner and serve as our clients’ financial confidante, embracing innovation and independent research to address increasingly complex challenges that extend well beyond wealth management.
Skills
- Business Development
- Management
- Sales Process
- Strategic Partnerships
- New Business Development
- Team Management
- Crm
- Sales Operations
- Solution Selling
- Salesforce.com
- B2b Marketing
- Training
- Customer Relationship Management (Crm)
- Project Management
- Consulting
- Brokers
- Sales Presentations
- Competitive Analysis
- Lead Generation
- Direct Sales
- Strategy
- Customer Retention
- Analysis
- Account Management
- Software as a Service (Saas)
- Cold Calling
- Saas
- Negotiation
- Marketing Strategy
- Leadership
- Process Improvement
- Pricing
- Business Strategy
- B2b
- Start-Ups
- Business-to-Business (B2b)
- Sales
- Sales Management
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