Jill Perlin
Financial Literacy and Leadership Advocacy at Lecturer and Presenter | Bradenton, Florida, United States
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Jill Perlin is a dynamic and results-oriented professional specializing in financial literacy and leadership advocacy, currently serving as a Lecturer and Presenter dedicated to empowering individuals and organizations with essential financial knowledge. In her role, Jill leverages her extensive background in financial services to design and deliver engaging educational programs that demystify complex financial concepts, making them accessible to diverse audiences. Her expertise spans comprehensive financial planning, investment management, life insurance, and securities regulation, enabling her to provide practical insights that foster financial confidence and literacy.
At the core of her work is a passion for leadership development and organizational change. Jill has presented at prestigious institutions such as Fairleigh Dickinson University, where she conducted sessions on organizational change, employee motivation, performance management, and stress management within senior-level organizational behavior and leadership courses. Her ability to connect theory with real-world application helps future leaders understand how to motivate teams, manage stress, and drive performance effectively.
Additionally, Jill’s involvement in community outreach through programs like Montclair State University’s “Leaving the Nest” initiative underscores her commitment to financial education. Her session, “Money Matters Made Easy,” focused on empowering young adults to master personal finance, emphasizing budgeting, saving, investing, and multiplying wealth. Her skills in social media planning and marketing further enhance her reach, allowing her to advocate for financial literacy on multiple platforms.
Through her comprehensive approach—combining financial expertise, leadership development, and innovative communication—Jill Perlin continues to make a significant impact in fostering financial empowerment and organizational excellence.
Financial Literacy and Leadership Advocacy at Lecturer and Presenter in August 2020 to Present
Vice President, Advanced Planning and Sales Training at Prudential Financial in March 2018 to July 2020
Vice President, Advanced Markets and Sales Support at Prudential Individual Life Insurance, a division of Prudential Financial in January 2016 to February 2018
Vice President, Investment Solutions at Prudential Annuities, a division of Prudential Financial in September 2011 to December 2015
Vice President, Advanced Planning and Client Education at Prudential Annuities, a division of Prudential Financial in January 2006 to August 2011
Vice President, Tax Education at Prudential Financial in November 1996 to December 2005
Regional Vice President, Life Insurance Sales at Prudential Financial in January 1995 to October 1996
Senior Product Management Consulta at Prudential Financial in January 1993 to December 1994
Associate Marketing Manager at Prudential Financial in January 1990 to December 1992
Marketing Associate at Prudential Financial in June 1987 to December 1989
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The Ohio State University, Bachelor of Business Administration - BBA
College of Financial Planning, Certified Financial Planner
The American College of Financial Services, Chartered Financial Consultant
The American College of Financial Services, Chartered Life Underwriter
The Ohio State University Fisher College of Business, BS
The American College of Financial Services, Chartered Advisor in Senior Living
National Financial Educators Council
National Financial Educators Council, August 2026
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Advanced Planning
New Business Development
Talent Development
Sales
Retirement Planning
Investment Management
Life Insurance
Estate Planning
Business Succession Planning
Product Management
Marketing
Strategic Planning
Annuities
Change Management
Business Development
Charitable Planning
Mutual Funds
Retirement Income Planning
Organizational Design
Securities Regulation
Asset Allocation
Product Development
Internal Sales
Consulting
Financial Planning
Portfolio Construction
Learning and Development
Presentation Skills
Leadership
Team Building
Variable Annuities
Tax Planning
Coaching & Mentoring
Written Communcations
Relationship Building and Management
Trust Planning
Training Analysis, Development and Impact
Executive Communication
Social Media Planning and Marketing
Publishing in financial services journals
Individual Retirement Plans
Continuing Education
Employer Retirement Plans
Social Security Planning
Investment Portolio Statistics
Sales Training
Virtual Learning and Communication
Variable Universal Life Insurance
Indexed Life Insurance and Annuities
Product Tax rules and regulations
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What is Jill Perlin email address?
Email Jill Perlin at [email protected] and [email protected]. This email is the most updated Jill Perlin's email found in 2026.
How to contact Jill Perlin?
To contact Jill Perlin send an email to [email protected] or [email protected]. (updated on January 10, 2025)
What company does Jill Perlin work for?
Jill Perlin works for Lecturer and Presenter
What is Jill Perlin's role at Lecturer and Presenter?
Jill Perlin is Financial Literacy and Leadership Advocacy
What is Jill Perlin's Phone Number?
Jill Perlin's phone (305) ***-*250
What industry does Jill Perlin work in?
Jill Perlin works in the Financial Services industry.
Jill Perlin Email Addresses
Jill Perlin Phone Numbers
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