Family Office

Planning firm Seeman Holtz names head of marketing

FWR Staff, 3 August 2007

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New position created as retirement-planning specialists expands beyond Fla.. Hollywood, Fla.-based financial-planning firm Seeman Holtz has hired Jeffrey Greenfield as its v.p. of marketing, a newly created management position.

Interview tip

"We have a very aggressive mentality when it comes to getting our message out there and it's critical that the message be direct, understandable and consistent," says Seeman Holtz's president Marshal Seeman. "During the interview process, Jeffrey was able to demonstrate to our management team that he definitely has the ability to improve upon our existing initiatives as well as introduce new strategies."

Greenfield comes to Seeman Holtz from the Potamkin Automotive Group, where he was head of marketing and business development. He has also worked for the ad firm BBDO, where he was a marketing specialist for, among others, Chrysler (now part of DaimlerChrysler).

Greenfield says it's "rare to find circumstances that are so mutually beneficial, but the opportunity with Seeman Holtz is just that. The opportunity to communicate their unique specialization with senior citizens is especially rewarding."

Seeman Holtz specializes in chronic illness planning, investment guidance, tax counseling, and estate planning and wealth transfer. In addition to several offices in Florida, it has recently opened offices in New York and New Jersey. -FWR

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