Director, Client Solutions

Alexandra Jorczak

Alexandra Jorczak serves as Director of Client Solutions for Succession Capital Alliance, where she assists the SCA team in developing design strategies for current and new clients based on their financial concerns in this ever-evolving marketplace. Alex brings a wealth of product knowledge and expertise to this role from her previous 7 years as a Case Designer with the SCA Design Team.

Prior to joining SCA, her insurance experience came from serving two years as a Client Service Manager for the Pacific Advisors and Northwestern Mutual firms here in Newport Beach. Given the high learning curve, she joined Succession Capital with a broad education in the administrative and sales strategies for insurance clients across multiple carriers.

Alex received a Bachelor of English from University of Maryland with a 1-year study abroad opportunity with the University of Sheffield, England. After college, she worked abroad for a year as a Media Consultant in the Philippines, selling international advertising to Fortune 500 companies and developing the communication skills needed to enhance any opportunity.

She currently lives in Mission Viejo, CA with her husband and dog. On a personal note, she enjoys reading vast amounts of books, concerts with her family, and traveling abroad.