Jaclyn Katz

Raleigh, North Carolina

IN TRANSITION, Recently Relocated to Raleigh, NC

Experience at:
Personal Interests - Florida, Campden Wealth / Institute for Private Investors, S&P Global Market Intelligence

I’m interested in mentoring people from:

    Ask Me About

    Account Management
    Aftermarket Research
    Investment Research and Estimates
    Lead Generation
    Networking
    Sales
    Single Family Offices
    Team Building
    Territory Building
    Ultra High Net Worth Investors
    Where I've Worked
    R

    May 2019 – Present

    IN TRANSITION

    Recently Relocated to Raleigh, NC
    P

    2016 – May 2019

    SABBATICAL

    Personal Interests - Florida
    C

    2014 – 2015

    VICE PRESIDENT, MEMBERSHIP

    Campden Wealth / Institute for Private Investors

    2006 – 2013

    Director

    S&P Global Market Intelligence

    Jan 2003 – Jan 2006

    WHOLESALE MORTGAGE ACCOUNT EXECUTIVE - NY / NJ TERRITORY

    DEUTSCHE BANK
    W

    2002 – 2003

    PREMIUM FINANCIAL SERVICES REPRESENTATIVE

    Weiss Research
    Where I've Studied

    2015

    Certificate, Wharton Private Welath Management Program

    Certificate in Wharton Executive Education

    2001

    BS, International Relations / Marketing / Political Science

    Florida State University

    2000

    BS, International Relations Summer Study Abroad Program/ London, England

    Florida State University Campus

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    In Transition: Recently Relocated to Raleigh, NC

    Strategic and innovative Sales Executive who identifies initiatives and facilitates action-driven plans to consistently meet and exceed corporate goals and objectives. Acknowledged for expertise in cementing client relationships, stimulating new business and strategically securing accounts through in-depth, client-needs analysis and ground-up sales efforts. Adept at negotiations with C-level decision-makers and stakeholders, allowing for attentive and client-focused strategy.

    Specialties

    Account Management

    Business Development

    Sales

    Ask Me for a Referral

    Recently Relocated to Raleigh, NC

    In the Media

    Social Media