Jamie Mendelsohn

Real Wealth® Advisors rate this presenter:

Our Score

Jamie L. Mendelsohn serves as Vice President of Secondary Market Solutions for Ashar Group, LLC. She partners with the nation’s leading wealth management firms, attorneys, CPAs, trust, and financial planning advisors in the Secondary Market. Jamie’s national network and advanced sales experiences has led Ashar to many key accounts. With a proven ability to successfully analyze an organization’s business needs, she helps Ashar’s business partners grow their Secondary Market solutions in an efficient manner. For upwards of a decade, she has worked closely with independent and professional advisors, regional broker dealers and brokerage general agencies, as well as Financial Institutions with a national footprint. She has spoken at numerous financial services conferences and provides continuing education for both financial advisors and professionals nationwide. Her capacity to handle the most complex cases, and her relentless pursuit of excellence representing the interests of advisors and their clients, places her in the top echelon of market professionals.

“I’m bullish on the future. With one-third of the population moving into this demographic, the opportunities to serve are limitless. “

Prior to joining Ashar Group, Jamie was President of a healthcare staffing company that served small to medium businesses, as well as national corporations. She thrived in the highly competitive staffing industry that demanded a fast-paced environment. Jamie’s responsibilities also included the operational and management components of the business. She led a team of 20 professionals by establishing their performance metrics, sales and activity goals, and facilitated contract negotiations. Her contributions were integral in growing the business from a start up organization in 2001 to a $15M organization by 2006.

Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is proud to be a member of Women in Insurance and Financial Services and dedicates much of her time and energy to the local and national Crohn’s and Colitis Foundation of America, where she serves on the Board of Trustees for the state of Florida. She services the community by speaking at education events, and mentoring patients and their families. Jamie resides in Orlando, FL. She enjoys reading, traveling, and spending time with her family and friends.