Thomas Meer
Middletown,NJ
Overview
7
7
years of professional experience
1
1
Certification
Work History
VICE PRESIDENT, PRODUCT DISTRIBUTION TEAM LEAD
JPMorgan US Private Bank
01.2023 - Current
- Spearheaded a 17-member team to strategically drive new business activity across CWM, USPB & JPMA.
- Delivered top-tier annuity sales in 2024, exceeding $22B in total premium.
- Orchestrated business development initiatives with internal/external partners (Zinnia, iCapital, AMP) to enhance annuity distribution.
- Managed 14 carrier partnerships, optimizing sales reporting, product enhancements, and operations through collaborative efforts.
- Developed and implemented key performance indicators, outlined processes, and established benchmarks to drive departmental goal achievement and performance.
Associate, Product Manager
JPMorgan Chase
11.2020 - 01.2023
- Educated wealth management advisors on a comprehensive suite of 40 annuity products from 12 carriers, spanning 6 annuity types.
- Orchestrated practice management events within Chase Banks, integrating annuities into investment strategies by leveraging key investment themes(reinvestment, market, inflation, and longevity risk).
- Facilitated collaborative product-focused events between JPMorgan fund wholesalers and insurance carrier wholesalers to enhance product knowledge and synergy.
- Partnered with USWM divisional, regional, and market leaders on the timely implementation of annuity products aligned with firm investment themes and initiatives.
Financial Professional
Equitable Advisors
06.2018 - 11.2020
- Reviewed client accounts and goals to develop tailored financial plans utilizing brokerage, advisory, and insurance solutions within a goal-based framework.
Education
BBA - Finance
West Chester University of Pennsylvania
West Chester, PA05.2018
Certification
- Series 7
- Series 66
- NJ Health & Life Producer
Timeline
VICE PRESIDENT, PRODUCT DISTRIBUTION TEAM LEAD
JPMorgan US Private Bank
01.2023 - Current
Associate, Product Manager
JPMorgan Chase
11.2020 - 01.2023
Financial Professional
Equitable Advisors
06.2018 - 11.2020
BBA - Finance
West Chester University of Pennsylvania
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