jaclyn grella

jaclyn grella

new business developement

About

Helping those ready to retire

Country

united states

City

henderson

Industry

financial services

Skill

commercial real estate, customer service, pricing, investments, business

Experience

accuplan benefits services

ira specialist

accuplan benefits services

2013-8 - 2015-2 · 1 yr 7 mos

* I helped people use retirement to invest in non-traditional assets like: * Real Estate * commercial, residential, multi-family, multi-unit, apartment buildings, co-ops, condos, land – improved or unimproved, multi-tenant shopping space, anchored shopping center, and more! * Hard money lending * Precious Metals * Gold, Silver, Platinum, Bullion coins and more * Private placements or offerings * oil & gas, real estate, ownership interests in privately held businesses and business entities, etc. * Trust deeds * Tax Liens * Investing in a business * yours or someone else's business * And Many Others!

integrated wealth management

director of business development

integrated wealth management

2005-1 - 2011-1 · 6 yrs 1 mo
parks place jewelers

direction of operations

parks place jewelers

1999-1 - 2005-1 · 6 yrs 1 mo

Responsible for all aspects of the business: accounts receivable & payable, purchasing & pricing, sales & safety training, human resources (interviewing, hiring, terminating employees), benefits, event planning, supervised graphic design, handled advertising & marketing, researched current styles and sales trends. Increased store profit 60%+ after only six months of management. This job required strong skills of inventory management, customer service, organization and detail orientation. Learned point of sales and inventory management systems. Created innovative marketing ideas to attractive convention goers in the area. Approached in-house retail shops to create partnerships and cross market with them.

cornerstone retirement & insurance services

new business developement

cornerstone retirement & insurance services

2015-2 - Present · 11 yrs 8 mos

How your retirement assets are integrated and work with one another in important. We help you develop a financial plan for your future. At Cornerstone Retirement & Insurance Services, we offer or can refer you to professionals providing the following services: Retirement Planning Wealth Accumulation Asset Protection Tax Planning Long Term Care Estate Planning IRA Legacy Planning Trusts Life Insurance Probate Charitable Giving Income Planning IRA & 401(k) Rollovers Your insurance producer is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. To schedule a time to discuss your retirement future, email me at Jaclyn@CornerstoneVegas.com or call 702-878-4742. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

jaclyn grella's Contact Information

Email

******@***.com

Phone

(**) *** ****

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