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MEMBER OF THE YEAR
Jeff Mount
Regional Vice President
Advisors Capital Management
Fairfield, Connecticut,
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BIOGRAPHY

Jeff Mount is a highly accomplished financial services executive with over 20 years of experience serving as a Regional Vice President for various prestigious investment firms with an increased focus on wholesale distribution. Currently he serves as Regional Vice President for Advisors Capital Management covering the New England region, and he has worked in this role for the past 6 months. His key responsibilities include wholesale sales, B-to-B with financial advisors to moderate their investment processes, as well as providing coaching, investment development, and professional development and sales training for high net worth people. As a wholesaler, Mr. Mount prides himself on helping his business partners become more efficient and profitable, assisting them with organic revenue generation strategies, mergers and acquisitions of advisory practices, and the successful replication of family office practices. Jeff received a Bachelor of Science in Business Administration from Ferris State University in 1990 and prior, a Business degree from Longwood University in 1986. Originally, he was an accomplished tennis pro, and a USPTA Certified Tennis Professional at private country clubs in Greenwich, Connecticut. Unfortunately, a terrible accident destroyed his knee, so he was initially recruited to sell investment services to other tennis pros, but discovered when he was recruited to the wholesale side, that he liked it a lot better. Jeff attributes his success in this field to a combination of a deep understanding of the sales process and his ability to do public speaking. In addition to his speaking engagements, he frequently publishes industry articles on LinkedIn. Going forward, Jeff is keen to network and to merge the professional development part of his job and the sales part into a more regional or national role. Indeed, he has received many accolades over the past decade and a half from the different companies where he worked. One highlight of his career is receiving the Innovator of the Year Award from Curian Capital in January 2013, which was a big deal to him. Essentially, he developed and implemented the Blueprint sales training program, which is reserved for qualified and experienced financial advisors who wish to build a book of business that is more efficient and profitable than the traditional brokerage model. In his spare time, Jeff enjoys golf, tennis, and travel. His big passion is fly fishing, and he travels around the country to do his fly fishing in great settings. Jeff supports Junior Achievement and also served as a board member for the Greater Bridgeport Junior Achievement from 2011 to 2013.

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  • Susan Ursel Senior Partner Ursel Phillips Fellows Hopkinson LLP

    Law Practice

    New York, New York

  • Mark Schlarbaum Partner; Managing Director Krane Fund Advisors, LLC

    Financial Services

    Irvine, California

  • Jose Petit General Manager Gaman Consulting

    Management Consulting

    La Molina, California

  • Jim Hanselman Client Engagement Manager Amitech Solutions

    Information Technology and Services

    St. Louis, MO

  • Jason Green CEO IMMERGE

    Marketing and Advertising

    Greenwood Village, Colorado

  • Steven McGrath Owner/Principle McGrath Media Productions

    Marketing and Advertising

    San Antonio, TX

  • Markus Spanner Managing Director CFO Physik Instrumente (PI) GmbH & Co. KG

    Nanotechnology

    Karlsruhe, TX

  • Carolyn Lewis Senior Associate Athletic Director San Jose State University

    Education Management

    Aptos,

  • Roy Wever Consultant/Owner Toffy S. A. And AKSES HOLDINGS, Inc

    Education Management

    Guatemala,

  • Jim Sneed Founder/CEO Affordable Furniture Mfg. Co.

    Furniture

    Tupelo,

  • Frank Burslem VP Prescient Healthcare Prescient Lifesciences

    Furniture

    Shireoaks, Nottinghamshire

  • Jeffrey Beggs Assistant Headmaster/Director of Athletics Piedmont Academy

    Education Management

    Monticello, GA

  • James O' Shaughnessy Chairman & CEO O'Shaughnessy Asset Management LLC

    Financial Services

    Stamford, CT

  • Sumaya Sumaidaa GP Dentist Ambulatory Healthcare Services- UAE

    Health, Wellness and Fitness

    Abu Dhabi, CT

  • Wendell Younkins Vice President & Global Controller TV Distribution NBC Universal

    Health, Wellness and Fitness

    Lake Vauer, CA

  • Greg Stauffer President Thermistors Unlimited

    Health, Wellness and Fitness

    St. Mary's, PA

  • Mark Rogers Consulting Engineer, Biomedical Industry Validant

    Management Consulting

    St. Petersburg, FL

  • Jeffrey Taylor Chairman and CEO Taylor Capital Group

    Management Consulting

    Northbrook, IL

  • Al Giambone CEO Vet Fed Resources, Inc/ Martin Blank Assoc. LLC

    Information Technology and Services

    Alexandria, VA

  • Colin Charland Clinical Solutions Representative Intuitive Healthcare Solutions

    Medical Devices

    Ft Worth, TX

  • Steven Horn Consultant Steven A. Horn Consulting

    Management Consulting

    Nanaimo, Brtish Colombia,

  • Gina Moser Golub Instructor in Pathology (former); Psychologist (current) Dept. of Pathology, Harvard Medical School

    Mental Health Care

    Cape Coral, FL

  • Ana Maria Urrutia Executive Director LAC Lighting

    Professional Training & Coaching

    Buneas Aires, FL

  • Clifford Schecter President LIbertas, LLC

    Public Relations and Communications

    Cincinnati, OH

  • Beverly Teter Reasearch Associate University of Maryland

    Research

    College Park, Maryland

  • Eric H. Radany MDPHD Attending Radiation Oncologist City of Hope (COH)

    Medical Practice

    Monrovia, CA

  • Rebecca Bales Senior Vice President The Camden Group

    Hospital & Health Care

    Pasadena, CA

  • Jose Franca Professor Instituto Superior Técnico

    Semiconductors

    Alcabideleche, CA

  • Larry Trotter Executive Vice President and GM Ryobi Power Tools

    Semiconductors

    Fort Myers, Florida

  • Kellie Jepsen Principal Belvedere British School - Abu Dhabi

    Education Management

    Mussfah Bin Zayed City, Florida

  • Atheseus Lockhart Shareholder Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.

    Law Practice

    Apopka, Florida

  • Gustavo Lara Internal Auditor SuKarne

    Food Production

    Mexico City, Florida

  • Alan Boardman Vice President of Client Partnerships Beacon Health Options

    Financial Services

    Danbury, CT

  • Doug Abrahams FILM AND TELEVISION PROFESSIONAL 77 SUNSET BEACH SERVICES

    Entertainment

    Port Coquitlam, BC

  • Indu Gupta Physician Kaiser Permanente

    Entertainment

    Modesto, CA

  • Nigel Robb Reader in Restorative Dentistry University of Bristol

    Higher Education

    Eidenburgh, CA

  • Alyce-Hannah Golderer Sole Proprietor/Writer/Editor/Contributing Feature Writer A. Communication Service/Sceneazine Magazine

    Writing and Editing

    N. Augusta, South Carolina

  • Rui Ferreira Service and Support Country Manager Agilent Technologies Brasil Ltda

    Electrical/Electronic Manufacturing

    Saul Paulo, South Carolina

  • John D. Lofton IV Writer / Producer / Director / Editor LoftonFilms

    Marketing and Advertising

    Laurel, Maryland

  • Ronald Dorovi Founder Thai Taco

    Leisure, Travel & Tourism

    Ventura, CA

  • Donald Prophete Senior Partner Constangy Brooks Smith & Prophete

    Law Practice

    Leewood, KS

  • Charles Sidebottom Managing Partner PPO Standards LLC.

    Consulting

    Plymouth, Minnesota

  • Sarah Suzuki Founder Chicago Compass Counseling, LLC

    Consulting

    Chicago, Illinois

  • John Cosgrove Consulting Engineer Cosgrove Computer Systems Inc.

    Computer Software

    Playa del Rey, California

  • Ruiz Vicente Head of Training and Research Modular Service Coordination National Medical Center "20 de Noviembre", Mexico

    Medical Practice

    Mexcio City, California

  • Eric Stojkovich President ESC Pacific, Inc

    Accounting

    Honolulu, Hawaii

  • Thomas Pickens Managing Director Fulcrum Capital LLC.

    Financial Services

    Whitehouse, Hawaii

  • Palma Mendez Country Manager Mexico Wood Mackenzie

    Financial Services

    Houston, Texas

  • Maurice White, PMP, CSM, BSE Sr. Engineer General Dynamics Information Technology

    Engineering

    Houston , Texas

  • R. Harwood-Woody Beville Chairman Refoudning a Bold America

    Biotechnology

    Houston , CA

  • Carlos Thompson VP General Manager De la Cruz & Associates Puerto Rico Ogilvy affiliate

    Biotechnology

    Guaynabo, CA

  • Ami Mezezi Founder EvolveGene

    Biotechnology

    Tampa, Florida

  • Michael Cohen Chief Operating Officer TranSigma

    Management Consulting

    Shelton, CT

  • Sherry Crowe Senior Manager- Regional Market Access Novartis Oncology

    Management Consulting

    Southlake, TX

  • Arlene Mazak, Ph.D. Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant 2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development

    Management Consulting

    Norwalk, California

  • Michael Cook Vice President, Workforce Analytics Credit Suisse

    Financial Services

    New York, NY

  • Jorge Acuna Regional Head of Legal & Compliance LAM Maersk Line

    Financial Services

    Panama City, NY

  • Estifanos Biru Shargie Senior Specialist, Evaluation & Impact The Global Fund

    Health, Wellness and Fitness

    Long Island City, New York

  • Marybeth Farquhar Vice President, Quality, Research & Measurement URAC

    1220 L Street, NW, Suite 400, District of Columbia

  • Peggy (Margaret) Werner Becker Licenced Clinical Social Worker, Therapist Self Employed, Private Practice

    Wayne, NJ

  • Tony Coloe Realtor Keller Williams Realty, Inc.

    Wayne, PA

  • Janus Kremer Director Instituto Privado Kremer

    Condova, PA

  • Petar Plemic Principal and DIrector of International Operations Wiss, Janney, Elsner Associates, Inc.

    Civil Engineering

    Condova, PA

  • Graeme Olley Managing Director, Owner & Founder SKDUK Asociates Ltd

    Defense & Space

    Eastrop Highworth,

  • Mark Walker Director, Retail Accounting Ahold USA Retail

    Financial Services

    Harrisburg, PA

  • Michelle Carter Managing Deputy Regional Director of Southern Africa CARE International

    International Affairs

    Atlanta,

  • Alexander Begbie Chief Operations Officer Standard Life plc

    Human Resources

    Scotland,

  • Devon Ayres Principal Hydrogeologist - President Water Resources Associates, Inc.

    Mining & Metals

    Ventura, CA

  • Michael (Mohamad) Zeineddine Accountant MZ SERVICES

    Accounting

    Pasadena, California

  • Ramón Bravo Partner SMPS Legal

    Accounting

    Polanco, California

  • Michelle Dunn Vice President of Marketing and Communications Maguire Associates

    Westford,

  • Brian Fratus President Garden Solar LLC

    Renewables & Environment

    Ashburn, VA

  • Alexander Granados President Southeastern Bible College

    Education

    Birmingham, Alabama

  • Katya Gardea Browne Contemporary Artist KGB STUDIO / Katya Gardea

    Fine Art

    Grennwich, Connecticut