Jason Borek

Chief Growth Officer at The Pinnacle Group

Jason Borek has extensive work experience in the financial services industry, with a focus on distribution and sales. Jason began their career in 2006 as a Financial Services Representative at New York Life Insurance Company, where they worked until 2009. In 2009, they joined The Pinnacle Group as a Sales Vice President and later became the Senior Vice President of Distribution from 2010 to 2012. From 2012 to 2022, Jason served as the Chief Distribution Officer, leading a team of professionals dedicated to providing sophisticated client solutions for mass affluent, wealthy, and ultra-high net worth individuals and business clients. In March 2022, they were appointed as the Chief Growth Officer at The Pinnacle Group, responsible for implementing enterprise-level business strategies. Jason's work experience demonstrates their expertise in sales, distribution, and driving growth in the financial services sector.

Jason Borek attended Temple University, but the information regarding their degree name and field of study is not provided.

Links

Previous companies

New York Life Insurance logo

Timeline

  • Chief Growth Officer

    March, 2022 - present

  • Chief Distribution Officer

    2012

  • Senior Vice President Of Distribution

    January, 2010

  • Sales Vice President

    January, 2009