Professional Overview
Jerrod Summers is a seasoned financial industry executive, currently serving as the Founder and CEO of Stone Wall Financial LLC in Boerne, Texas. His expertise spans enterprise risk management, strategy and technology transformation, program and project management, strategic planning, wealth management, and financial advisory services.
Experience Summary
Current Role
As the Founder and CEO of Stone Wall Financial LLC, Jerrod is responsible for overseeing the overall strategy, direction, and operations of the company. His key responsibilities include developing and implementing business plans, managing risk, and driving growth. Although specific achievements in this role are not available, his experience and leadership capabilities position him to make significant industry impact.
Career Progression
Jerrod's career is marked by notable roles at prestigious financial institutions. Previously, he served as Director Enterprise Risk Management - Strategy & Technology Transformation at USAA, where he led efforts in risk management, strategy, and technology transformation. Before that, he was Director Program/Project Management - Strategic Planning, also at USAA, focusing on strategic planning and program management. Other notable roles include Director Wealth Management at USAA, Regional Manager - SE Texas at Thrivent Financial, Managing Director at Guardian Wealth Management, Divisional Vice President - Investments at UBS, and Financial Advisor - Certified Financial Manager at Merrill Lynch. These positions demonstrate his career progression and growth in the financial industry.
Areas of Expertise
Jerrod's areas of expertise include:
- Enterprise risk management
- Strategy and technology transformation
- Program and project management
- Strategic planning
- Wealth management
- Financial advisory services
He possesses strong leadership and management capabilities, with a proven track record of managing teams and driving business growth.
Professional Impact
Although specific details on notable projects or initiatives are not available, Jerrod's experience and roles suggest significant contributions to the financial industry. His leadership in risk management, strategy, and technology transformation at USAA and other institutions underscores his ability to drive meaningful change and growth.
Conclusion
Jerrod Summers is a seasoned financial industry executive with a strong background in risk management, strategy, and leadership. Currently, as the Founder and CEO of Stone Wall Financial LLC, he is focused on driving growth and making a lasting impact in the financial sector. With his extensive experience and expertise, Jerrod is well-positioned to continue his professional trajectory, providing value through his leadership and industry knowledge.
