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Dean Jackson
Dean Jackson
Senior Vice President | Cresset
California, San Francisco, United States
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.
Dean Jackson
Work Experience
Managing Director, Wealth Advisor at
Cresset
April 2023 - Present
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
********@cressetcapital.com
*********@firstrepublic.com
Colleagues
Project Specialist
Planning Associate
Intern, Research and Development
Senior Portfolio Manager
Agent Intern
Investment Banking (JP Morgan H&Q; Credit Suisse DLJ), Corporate Development and Strategy Consulting
Tax Manager
Client Advisor
Financial Advisor
Project Manager