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Education

Ferris State University; Longwood University

Bachelor of Science in Business Administration- Ferris State University, 1990; Business Degree- Longwood University, 1986

Specialization:

Financial Advisory and Services; Sales and Sales Training; Coaching; Leadership; Virtual Family Office Replica

Biography

Jeff Mount is a highly accomplished financial services executive with over 20 years of experience serving as a Regional Vice President for various prestigious investment firms with an increased focus on wholesale distribution. Currently he serves as Regional Vice President for Advisors Capital Management covering the New England region, and he has worked in this role for the past 6 months. His key responsibilities include wholesale sales, B-to-B with financial advisors to moderate their investment processes, as well as providing coaching, investment development, and professional development and sales training for high net worth people. As a wholesaler, Mr. Mount prides himself on helping his business partners become more efficient and profitable, assisting them with organic revenue generation strategies, mergers and acquisitions of advisory practices, and the successful replication of family office practices. Jeff received a Bachelor of Science in Business Administration from Ferris State University in 1990 and prior, a Business degree from Longwood University in 1986. Originally, he was an accomplished tennis pro, and a USPTA Certified Tennis Professional at private country clubs in Greenwich, Connecticut. Unfortunately, a terrible accident destroyed his knee, so he was initially recruited to sell investment services to other tennis pros, but discovered when he was recruited to the wholesale side, that he liked it a lot better. Jeff attributes his success in this field to a combination of a deep understanding of the sales process and his ability to do public speaking. In addition to his speaking engagements, he frequently publishes industry articles on LinkedIn. Going forward, Jeff is keen to network and to merge the professional development part of his job and the sales part into a more regional or national role. Indeed, he has received many accolades over the past decade and a half from the different companies where he worked. One highlight of his career is receiving the Innovator of the Year Award from Curian Capital in January 2013, which was a big deal to him. Essentially, he developed and implemented the Blueprint sales training program, which is reserved for qualified and experienced financial advisors who wish to build a book of business that is more efficient and profitable than the traditional brokerage model. In his spare time, Jeff enjoys golf, tennis, and travel. His big passion is fly fishing, and he travels around the country to do his fly fishing in great settings. Jeff supports Junior Achievement and also served as a board member for the Greater Bridgeport Junior Achievement from 2011 to 2013.

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Managing member
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Commissioner
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Washington, DC
General Counsel, Secretary
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Principal Hydrogeologist - President
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General Counsel
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Chairman
Ima design
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President
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Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
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Vancouver, South Carolina
Writer
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Montibello, NY
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
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EVP, Chief Credit Officer
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Engineering Director
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General Counsel
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Government Administration
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Attending Neurologist and Senior Clinical Neurophysiologist
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Chief Operating Officer
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Attorney
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Executive director
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Managing Partner
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Medical Devices
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Managing Partner
Providica Medical LLC
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Round Rock, Texas
Managing Partner
Providica Medical LLC
Education Management
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Managing Partner
Providica Medical LLC
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London,
Managing Partner
Providica Medical LLC
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Exton, PA
Managing Partner
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Vice President, Quality, Research & Measurement
URAC
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Founder and President
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New York, NY
Senior Partner
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Fairfield, Connecticut
Managing Director
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Whitehouse, Connecticut
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Edificio Río Oeste, Cali,
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Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
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2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
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Production Division Director
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Writer / Producer / Director / Editor
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Vice President Human Resources
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Professor
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Director of the Faculty of Actuarial Sciences
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Owner, Inventor, Co-creator
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Managing Director CFO
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Nanotechnology
Karlsruhe, CA
Managing Partner
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Law Practice
San Jose, CA
Operations Development Director EMEA
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Executive Director
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Program/Project Manager
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Chairman
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Attorney
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Vice President - Solutions Sales
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Founder
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Ventura, CA
Branch Lead
Intelligent Software Solutions
Leisure, Travel & Tourism
Colorado Springs, CO
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Senior Wealth Advisor
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Flemington, NJ
Asst. Director of Pharmacy for Clinical Services
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Hospital & Health Care
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CEO
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Metairie, LA
Conductor, Composer, Arranger, Producer, Pianist
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Philidephia, PA
President
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West Palm Beach, FL
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Azimuth Energy
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President
Groupe conseil Stratégis
Consulting
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Chicago Bridge and Iron
Construction
Dayton, TX
Director of Advisory Services
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Information Technology and Services
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Of Counsel
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Law Practice
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Grayslake, IL
President & Chief Technologist
White IEQ Consulting
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Chairman
Refoudning a Bold America
Biotechnology
Midland, CA
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
Volunteer
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Law Practice
Leewood, KS
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Law Practice
Leewood, KS
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Head of Training and Research Modular Service Coordination
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President
The Blasket Group
Management Consulting
Chadds Ford, PA
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
Vice President, Global Quality
Coloplast A/S
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Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, NC
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Security Design Specialist
Austin Water Utility
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Seal Industries
Oil & Energy
Ennis, TX
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, VI
Lawyer
Findlay Law Offices
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Hamilton, Ontario, VI
Principal
Belvedere British School - Abu Dhabi
Education Management
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CEO and Practice Manager
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writer and retired teacher
N/A
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Director
Khansaheb Civil Engineering
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Dubai, PA
Vice President, Workforce Analytics
Credit Suisse
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New York, NY
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Principal
Inside Source
Furniture
San Leandro, California
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, CA
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Eidenburgh, CA
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Real Estate
Boston, MA
Chief Information Officer
Bolder Healthcare Solutions
Government Administration
Chamblee, GA
President
Bellwether Design LLC
Design
Tulsa, AZ
Chairman and CEO
Taylor Capital Group
Design
Northbrook, IL
Owner
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Law Practice
Denver, Colorado
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, Colorado
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Regional Director
AIA Group
Insurance
Singapore,
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
Owner/Principle
McGrath Media Productions
Entertainment
San Antonio, TX
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
President
KHovnanian Southern California
Real Estate
Louisville, CA
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, CA
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Managua, FL
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Director
XTid Associates ltd
Architecture & Planning
London,
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Architecture & Planning
Park City, UT
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
Vice President
Service Software
Information Technology and Services
Denver,
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
President
Southeastern Bible College
Education
Birmingham, Alabama
Company Director
Fetchapet
Translation and Localization
Colchester, Alabama
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Foreign Service Officer
USAID
Government Administration
Washington, DC
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, NC
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, CT
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX