Shelly Grimm is a qualified expert, working in Prudential Financial main office of which is in 137. on the position of Regional Sales Vice President, Institutional Distribution since 2015. This expert gained professional experience in more than eight positions at different companies. Shelly Grimm went to the University of New Orleans and received education there from 1987 to 1988. New Orleans, Louisiana is the city, where this professional was known to live. The professional's email address and number are accessed through SoftwareOfficial on demand.
Name variants:
Shelley Grimm,
Sheldon Grimm,
Shelton Grimm,
Michelle Grimm
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 7, 2022
Email
sh**@prudential.com, gg**@ft.newyorklife.com
Location
New Orleans, LA
Company
Workplace
Regional Sales Vice President, Institutional Distribution
Brewster, MA
Industry
Investment Advisory Service
Colleagues
Work History
Regional Sales Vice President, Institutional Distribution
Newark, NJ
Help financial professionals identify life sales opportunities in their books of business
Enable financial professionals to create customized strategies that deepen client relationships
A...
from May 2015
Financial Advisor and Managing Member
Houston, TX
Responsible for implementing and positioning small business owners with their employee benefits packages, business planning, business succession planning and estate planning. Collaborate and...
Feb 2014 — Apr 2015
Sales Manager
9171 Towne Centre Dr SUITE 350, San Diego, CA 92122
Sep 1, 2012 — Jan 1, 2014
Director, Lifetime Wealth Specialist- Eagle Strategies, Llc - Wealth Management Division
51 Madison Ave, New York, NY 10010
Partnered successfully with advisers throughout the Southeast region to produce and develop their advisory practice. Directed strategic initiatives to achieve optimal business development fo...
Feb 2011 — Jul 2012
Financial Services Professional
51 Madison Ave, New York, NY 10010
Responsible for implementing and positioning small business owners with their employee benefits packages, business planning, business succession planning and estate planning. Collaborated an...
Apr 2009 — Feb 2011
Partner
51 Madison Ave, New York, NY 10010
Trained, coached and mentored qualified candidates to the financial services industry in the Louisiana General Office. The General Office included Lafayette, Lake Charles and Central Louisia...
Feb 2007 — Apr 2009
Managing Principal and Owner and Independent Agent
6345 Woodside Ct SUITE 100, Columbia, MD 21046
Reviewed, researched and negotiated insurance, health plans, benefit packages and other contracts. Worked with cross functional resources to implement direct marketing programs, reaching a 4...
Mar 1, 2002 — Feb 1, 2007
Divisional Vice President For the Southern Region and New Orleans Branch
New York, NY
Trained, coached and mentored qualified candidates to the financial services industry in the New Orleans Branch Office. The Branch Office included the entire state of Louisiana. Exceeded hig...
Mar 2004 — Jan 2007
Education
1987 — 1988
1985 — 1987
upto
1979 — 1982
1982 — 1982
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Managing Member
Certified Public Accountant
Lawyer
Managers
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Manager
Operations Manager
Skills
Public Speaking
Leadership
Team Building
Leadership Development
Team Leadership
Coaching
Territory Management
New Business Development
Marketing Strategy
Business Development
Relationship Management
Program Management
Account Management
Sales Management
Budgets
Life Insurance
Disability Insurance
Property and Casualty Insurance
Insurance
Underwriting
Communications
FAQs about Shelly Grimm
What is the profession of Shelly Grimm?
This professional's job is Regional Sales Vice President, Institutional Distribution
What jobs is Shelly Grimm a professional at?
Shelly Grimm is a professional Executive and Vice President jobs.
Where is Shelly Grimm located?
Shelly Grimm is located in New Orleans, Louisiana.
Does Shelly Grimm have the email address?
sh**@prudential.com and gg**@ft.newyorklife.com is Shelly's email address.
How many companies did Shelly Grimm work at?
The professional worked at eight jobs.
What education does Shelly Grimm have?
Shelly studied at the University of New Orleans from 1987 to 1988.
Are there any special industries Shelly Grimm is connected to?
Shelly Grimm works in Financial Services industry.
What are professional skills of Shelly Grimm?
Shelly Grimm has such skills as Public Speaking, Leadership, Team Building, Leadership Development, Team Leadership, Coaching, Territory Management, and New Business Development.