Jeffrey S. Adler

**** ******** **.

Glencoe, IL *0022

(H) 847-***-**** (C) 847-***-****

ad2m0h@r.postjobfree.com www.ecrllc.com

Summary

Outstanding Financial Services entrepreneur with significant sales, marketing and management experience. Develop relationships and implement financial plans with an emphasis on employee benefit, executive benefit, insurance and investment products

Skills

Sales, Marketing and Relationship Development

Wholesale and Retail Experience

P&L Accountability

Developed highly skilled group of managers and producers

Professional Experience

Executive Capital Resources, LLC / Shareholder Acrisure, LLC 2003-Present

Boutique financial planning firm with emphasis on insurance and investment products

Managing Member

As successor to Davis Dann Adler Schneider, continue to bring in

60M-100M/yrly of new business. Work with closely held entrepreneurial firms, their owners, families and top management as well as publicly traded companies, family offices and HNW individuals. Build, develop and implement strategies and develop relationships with clients’ entire professional advisory team.

Davis Dann Adler Schneider, LLC Bannockburn, Illinois 1997-2002

Predecessor firm to Executive Capital Resources, LLC

President & M Financial Shareholder

Built firm to 60M-100M of insurance business a year. Responsible for comprehensive financial planning, estate, succession and compensation planning. The firm consisted of three partners and fifteen staff members. Bought out partners over the course of 5 years to have 100% ownership position in the entity.

Davis Dann LLC Chicago, Illinois 1993-1997

Retail and Wholesale financial services firm

Principal

Drove the retail operation of the firm as part of the succession plan.

Provided counsel to the professional advisory firms, the insurance and investment firms, and the consumer.

Mesirow Financial Chicago, Illinois 1986-1993

Equity Partner

Employee owned regional financial services firm

Successfully built a practice that created gross revenue in excess of $2M.

Built a profit center that focused on life, disability and long term care insurance planning. Also was responsible for cross selling services amongst different practice areas including Property & Casualty Insurance, Investment Management, Qualified Plan Administration, Real Estate, Corporate Finance, Venture Capital, Advanced Strategies, and Financial Planning.

Education and Professional Development

Bachelor of Arts - University of Wisconsin, Madison

Major: Behavioral Science

Thesis published on discrimination of women in the manufacturing workplace

Chartered Life Underwriter (CLU) - American College, Bryn Mawr, PA Certified Fee Insurance Specialist

Series 6, 63 Life, Health, Property & Casualty, Long Term Care Licensed and Certified

International Forum, Society of Financial Service Professionals, Association of Advanced Life Underwriters, Life & Qualifying Member Million Dollar Round Table, Chicago & Northwest Estate Planning Councils, National Association of Insurance and Financial Advisors, Financial Planning Association

Community Involvement

Chicago Chapter Financial Services Professionals, Board Member

North Shore Congregation Israel, Youth & Family Steering Committee

Jewish United Fund Industry Division, Past Board Member

Gastro-Intestinal Research Foundation, Past Board Member

Supporting the Spirit Foundation, Founding Board Member

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