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Jerry Truman has been advising high-net-worth clients for more than 20 years, working closely with them to develop comprehensive and cohesive paths to meet their financial and life goals. The one-on-one time and individual attention he dedicates to each client often leads to them calling him their trusted advisor. Jerry’s passion for helping others is evident in his work both with clients and with the community. An avid philanthropist, Jerry has been a member of the Lido Civic Club of Washington, D.C., for over 15 years and has served as the civic chairman since 2010. Jerry has also been a member of Metro Bethesda Rotary since 2013. In 2009, Jerry co-founded Truman Charities—a local group that hosts unique and exclusive dinners and events to raise funds for various local and national charities. Since its inception, Truman Charities has raised $1,500,000 to local and national charities.Jerry has been a Washingtonian his entire life. He graduated from Dematha Catholic High School in 1990 and received a bachelor’s degree in political science from the University of Maryland in 1995. Jerry currently lives in Bethesda, Maryland, with his wife, Jamie, and their boys, Zachary, Dominic and Antonio Listen to this uplifting Truman Charities episode with Jerry Truman about his nonprofit experience!Here is what to expect on this week’s show:- How Jerry's father losing his father at a very young age inspired Jerry to create Truman Charities - What the first few Truman Charities events looked like compared to our events now- How Truman Charities has evolved into a successful team which in turn makes our events run smoothly and successfully Connect with Jerry:Guest Links:Website - https://www.trumancharities.comFacebook- @trumancharities Email- [email protected] more about your ad choices. Visit megaphone.fm/adchoices
Connect with Jamie at Truman Charities:
Facebook
Instagram
LinkedIn
Website
YouTube
Email: [email protected]
This episode was post produced by Podcast Boutique https://podcastboutique.com/
5
8080 ratings
Jerry Truman has been advising high-net-worth clients for more than 20 years, working closely with them to develop comprehensive and cohesive paths to meet their financial and life goals. The one-on-one time and individual attention he dedicates to each client often leads to them calling him their trusted advisor. Jerry’s passion for helping others is evident in his work both with clients and with the community. An avid philanthropist, Jerry has been a member of the Lido Civic Club of Washington, D.C., for over 15 years and has served as the civic chairman since 2010. Jerry has also been a member of Metro Bethesda Rotary since 2013. In 2009, Jerry co-founded Truman Charities—a local group that hosts unique and exclusive dinners and events to raise funds for various local and national charities. Since its inception, Truman Charities has raised $1,500,000 to local and national charities.Jerry has been a Washingtonian his entire life. He graduated from Dematha Catholic High School in 1990 and received a bachelor’s degree in political science from the University of Maryland in 1995. Jerry currently lives in Bethesda, Maryland, with his wife, Jamie, and their boys, Zachary, Dominic and Antonio Listen to this uplifting Truman Charities episode with Jerry Truman about his nonprofit experience!Here is what to expect on this week’s show:- How Jerry's father losing his father at a very young age inspired Jerry to create Truman Charities - What the first few Truman Charities events looked like compared to our events now- How Truman Charities has evolved into a successful team which in turn makes our events run smoothly and successfully Connect with Jerry:Guest Links:Website - https://www.trumancharities.comFacebook- @trumancharities Email- [email protected] more about your ad choices. Visit megaphone.fm/adchoices
Connect with Jamie at Truman Charities:
Facebook
Instagram
LinkedIn
Website
YouTube
Email: [email protected]
This episode was post produced by Podcast Boutique https://podcastboutique.com/
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