As an Institutional Fixed Income Sales Representative, Jerry collaborates directly with CEOs and CFOs in identifying, recommending and implementing client-based and risk appropriate portfolio strategies and securities to credit unions nationwide.
Jerry has more than 28 years in the fixed income and equity securities business. Prior to joining Balance Sheet Solutions, Jerry served as an Institutional Fixed Income Sales Representative for Central Corporate CU.
Jerry holds his B.S. in Business Administration from the University of Detroit. Additionally, he has done graduate work in finance at Walsh College. Jerry holds his Series 7 and 63 through ISI.
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