Jared Skurla CFP®

Providing education and support for advisors looking to utilize Separately Managed Accounts (SMAs) as a product solution for their clients. Solutions include Direct Indexing, Active Equity Strategies, and multiple Fixed Income mandates. Together they can offer clients investment and planning flexibility, which can help them to meet their goals.

Work with RIAs in the Tri-state area to help them understand Dimensional's investment philosophy.

Responsible for continued business development and retention of assets for clients in the Southeast and lower Mid-West. I assist clients with all Investment, Technology, Practice Management, and Operational needs.

Worked as an external business consultant helping advisor's reach their goals and objectives for their businesses. This is accomplished by utilizing the SEI's Investment, Technology, and Practice Management solutions.

As an Internal Account Executive with the Independent Advisor Solutions by SEI, I was responsible for business development, business consulting, marketing and business planning, and relationship management with registered investment advisors in the Mid West Region, including Ohio and Kentucky.

• Train new hires on all applicable systems. • Cross sell current customers to fit their financial needs. • Make sure that branch stays operationally in line with corporate protocol. • Proactively solicit new business. • Enhanced client experience at all levels of service.