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.
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The Pinnacle Group
ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT. In an increasingly commodified marketplace, there’s less value to selling a thing and far more value in its implementation. Anyone can promise you a successful outcome. But only a few will commit to getting you there. Our number one focus is to maximize your business by utilizing leverage and mitigating risk. In order to begin that process, we simply look at your book of business in the way that is most natural to an advisor. And with a nationwide sales support network, you always have direct access to a Pinnacle team member that can turn your business opportunities into action.