Tj Jann
Sr. Director, Enterprise Sales @ Vanilla | Modernizing Estate Advisory
- Role
- Sr Director, Enterprise Sales at Vanilla
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Tj Jann
Strategic enterprise seller with 10+ years of experience working primarily with financial services and large enterprises. My educational background and early career experience in alternative investments provides me a unique perspective on the value software & data can bring to my customers. Financial Services | Alternative Data | Analytics | SaaS | API | Value Selling | FinTech | WealthTech
Experience
Sr Director, Enterprise Sales
May 2024 — Present · New York, NY, US
Leading enterprise sales across the top financial & professional service firms in the U.S.Vanilla is the leading AI-powered estate advisory platform built to support the legacy building process end-to-end, including estate education, document creation, interactive visualizations and ‘what-if’ analyses, access to a nationwide attorney network, proactive monitoring for plan changes, and more. Between our deep staff of TT & E experts and AI, our platform combines the best of technology and human expertise to form one of the most powerful human-in-the-loop estate planning experiences. Backed by more than $80M from Insight Venture Partners, Venrock, Vanguard, and more.
Education
Boston College Carroll School of Management
Master of Science (MS), Finance
2014 — 2015
Penn State University
Bachelor of Science (BS), Finance
2010 — 2014
Skills
- Leadership
- Marketing
- Public Speaking
- Investments
- Valuation
- Portfolio Management
- Portfolio Performance Analysis
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Financial Analysis
- Microsoft Office
- Sales
- Customer Service
- Finance
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