In this episode of the series we explore some of the hottest topics in wealth management with managing directors at Prudential: Jay Skolnick, Dustin Corrente,  and Stephanie Rivas.

Jay, Dustin and Stephanie share their unique perspective and experience on:

Coronavirus Update:

How has COVID-19 changed businesses?

How should you plan and handle situations like COVID-19?

What steps can you take today to prepare and help your clients and employees.

COVID-19 worries and concerns.

Pandemic planning: 

How should you adapt on the go and respond to a crisis like COVID-19

How has technology shaped the way we view remote work and what does the future look like?

Innovations in the business 

What is Prudential doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

LISTEN TO ADDITIONAL EPISODES

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BIOS

JAY SKOLNICK, CLU, CMFC, CLTC, LUTCF — Managing Director

Jay joined The Prudential Insurance Company of America in April 1992 in the San Diego office. He was a producer for 3 years and qualified for Conference all 3 years.

In 1995, he was promoted to Manager, Financial Services in San Diego office. He received 5 consecutive Presidents Citation awards and his staff finished #2 in the country in 2000. In 2001 he was promoted to Associate Managing Director (AMD) and was immediately activated as the Acting Managing Director for the Fresno office. He stayed in that position for approximately 5 months, but eventually declined the position. Jay returned to San Diego as the AMD and assisted the San Diego Agency to finish #1 in the country in 2001.

In Mid 2002, Jay was promoted to Managing Director position in Salt Lake City, Utah. Shortly within the year the agency accomplished significant change and reached the top of the company.

In September 2003, Jay relocated to the Orange County Financial Group as Managing Director. With Jay‘s assistance, The Orange County Financial Group has been an award winning office for the past 14 years – including 2 additional President’s Citations. The Orange County Financial Group is consistently one of the leading agencies in the country.  Jay’s role in So. Cal has expanded to now include leading the San Diego Financial Group – the new organization is called Southern California Financial Group.

 Jay graduated from San Diego State University in 1991 with a Bachelor of Arts in Economics.  He has qualified for over 15 President’s Conferences with Prudential. He has won numerous GAMA Career Development Awards and recently completed his Chartered Life Underwriter (CLU) designation in 2012.

Jay and his wife Tammy live in Orange County and have two children, Danielle 25 years old and Jordan 22 years old.

The Prudential Insurance Company of America, Newark NJ and its affiliates.

CA Insurance License 0A92938  

 

STEPHANIE RIVAS — Managing Director

 Stephanie Rivas is the Managing Director of one of the most successful firms at Prudential, with 120 Financial Advisors in 4 locations including: Manhattan, Brooklyn, White Plains and Albany New York. Stephanie’s Firm was the first female led organization in Prudential’s 140-year history to win the Trophy for being the #1 office in the company in 2017. Other career highlights include winning Prudential’s Life...