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Dean Jackson

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Dean Jackson

Senior Vice President | Cresset

California, San Francisco, United States

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Dean Jackson

Summary

Dean Jackson is a seasoned Managing Director and Wealth Advisor at Cresset Capital, specializing in providing tailored financial solutions to affluent families. With nearly three decades of experience, he expertly navigates the financial complexities faced by entrepreneurs and executives, ensuring their wealth is preserved and aligned with their values. Dean's holistic approach encompasses a wide range of services, including estate planning, investment management, and tax strategies. As a Certified Exit Planning Advisor, he guides business owners through the critical stages of their entrepreneurial journey. His previous roles include leadership positions at Constellation Wealth Advisors and Merrill Lynch, where he developed a reputation for excellence in wealth advisory. Dean holds a Bachelor of Arts in Economics from the University of California, Irvine, and has been a Certified Financial Planner since 2002. His commitment to community service is evident through his involvement with GLIDE and the Music Academy of the West.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Dean Jackson

Work Experience

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Managing Director, Wealth Advisor at

Cresset

April 2023 - Present

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Dean Jackson

Education

University of California, Irvine, Economics

January 1988 - January 1992

Frequently Asked Questions about Dean Jackson

What is Dean Jackson email address?

Dean Jackson's primary email address is ********@cressetcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dean Jackson work for?

Dean Jackson is a Senior Vice President at Cresset.

Where Dean Jackson graduated from?

Dean Jackson holds a degree in null from University of California, Irvine.

How can I directly contact Dean Jackson?

To contact Dean Jackson directly, you can use the email address ********@cressetcapital.com. Complete contact information is available upon registration with Muraena.

Who is Dean Jackson?

Dean Jackson is a seasoned Managing Director and Wealth Advisor at Cresset Capital, specializing in providing tailored financial solutions to affluent families. With nearly three decades of experience, he expertly navigates the financial complexities faced by entrepreneurs and executives, ensuring their wealth is preserved and aligned with their values. Dean's holistic approach encompasses a wide range of services, including estate planning, investment management, and tax strategies. As a Certified Exit Planning Advisor, he guides business owners through the critical stages of their entrepreneurial journey. His previous roles include leadership positions at Constellation Wealth Advisors and Merrill Lynch, where he developed a reputation for excellence in wealth advisory. Dean holds a Bachelor of Arts in Economics from the University of California, Irvine, and has been a Certified Financial Planner since 2002. His commitment to community service is evident through his involvement with GLIDE and the Music Academy of the West.

Dean`s contact details

mail

********@cressetcapital.com

*********@firstrepublic.com

Colleagues

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Oliver Rose

Project Specialist

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Sarah Simon

Planning Associate

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Dani Fitzgerald

Intern, Research and Development

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Sam Katzman

Senior Portfolio Manager

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Travis Henry

Agent Intern

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Kevin O'donnell

Investment Banking (JP Morgan H&Q; Credit Suisse DLJ), Corporate Development and Strategy Consulting

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Stephanie Effron

Tax Manager

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Phil Strohm

Client Advisor

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Todd Tautfest

Financial Advisor

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Karen Bayona

Project Manager

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