Clu Jason Demeo Chfc Email & Phone Number | With over 20 years of experience in financial services, I am a seasoned and strategic leader who excels in managing complex accounts, building long-term partnerships, and driving revenue growth. I currently serve as the Vice President of Strategic Account Management at LPL Financial, where I oversee a portfolio of 10 RIA firms with over 100 billion in assets under management. As a trusted and consultative partner, I develop and implement customized solutions that align with the needs and goals of my clients, leveraging my expertise in financial services. I am passionate about creating value for my clients, my team, and my organization, and I thrive in an ambiguous and evolving environment that challenges me to grow and learn.

Clu Jason Demeo Chfc

With over 20 years of experience in financial services, I am a seasoned and strategic leader who exc...
Fort Mill, South Carolina, United States

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Clu Jason Demeo Chfc’s Email jason.chfc@lpl.com

Clu Jason Demeo Chfc’s Phone Numbers

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Clu Jason Demeo Chfc’s Location Fort Mill, South Carolina, United States

Clu Jason Demeo Chfc’s Current Industry Lpl Financial

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Vice President, Strategic Account Management

2022-03-01 00:00:00 - Present

Insurance Officer

2021-02-01 00:00:00 - 2022-03-01 00:00:00

Financial Consultant

2020-01-01 00:00:00 - 2021-02-01 00:00:00

Wealth Management Insurance and Annuity Consultant

2018-02-01 00:00:00 - 2020-01-01 00:00:00

Partner-NJ General Office

2015-07-01 00:00:00 - 2018-02-01 00:00:00

Member

2005-01-01 00:00:00 - 2005-01-01 00:00:00

Loan Officer

2003-01-01 00:00:00 - 2005-01-01 00:00:00

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Clu Jason Demeo Chfc is a With over 20 years of experience in financial services, I am a seasoned and strategic leader who excels in managing complex accounts, building long-term partnerships, and driving revenue growth. I currently serve as the Vice President of Strategic Account Management at LPL Financial, where I oversee a portfolio of 10 RIA firms with over 100 billion in assets under management. As a trusted and consultative partner, I develop and implement customized solutions that align with the needs and goals of my clients, leveraging my expertise in financial services. I am passionate about creating value for my clients, my team, and my organization, and I thrive in an ambiguous and evolving environment that challenges me to grow and learn.

Clu Jason Demeo Chfc has prior
experience in the following industries:
Crump Life Insurance Services | Fidelity Investments | Hsbc | New York Life Insurance | Bni Main Street | Hanover Funding

Clu Jason Demeo Chfc has the following professional experience:
Lpl Financial | Crump Life Insurance Services | Fidelity Investments | Hsbc | New York Life Insurance | Bni Main Street | Hanover Funding