Jack Sharry
| EVP, Strategic Development
Jack has nearly 30 years experience in financial services holding senior positions in sales, marketing, product development, operations and distribution strategies for several of the world's leading asset managers, insurance and annuity companies and broker dealers. Prior to LifeYield, Jack was a senior executive with The Phoenix Companies where he developed the first-to-market income guarantee on a money management program. He headed up Phoenix's annuity distribution and built Phoenix Investment Partners into one of the largest managed accounts aggregators in the industry. Jack headed up broker dealer sales, retail marketing and product development at Putnam. At Morgan Stanley he led insurance and annuity sales. Jack is Chairman of the Managed Money Institute's Retirement Solutions Committee.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The more products, accounts and assets we manage through the LifeYield ROI™ process, the more income we can provide our clients. This is a win-win for the client and the advisor as we seek to provide more comprehensive services to the whole household."
John Rhett, Chairman, SunTrust Investment Services