Financial Solutions Advisor @ (January 2013 - December 2016)
Financial Advisor and Planner @ (July 2010 - May 2012)
Financial Consultant @ CHARLES SCHWAB & CO., INC (April 2000 - June 2010)
Loan Officer @ Bank One / National Direct Equity (January 1999 - January 2000)
Jason Curran Education
University of Phoenix
Bachelor of Science (Business Administration)
Jason Curran Skills
Leadership
Customer Experience
Solution Selling
Building Strong Business Relationships
Strategic Partnerships
Sales Growth
Retirement Planning
Sales
Identifying Client Needs
Financial Planning
Customer Oriented
Portfolio Management
Investments
Team Management
Finance
Solutions
Edge
Strategic Planning
Strategy
End User Training
Financial Services
Wealth Management
Sales Management
Mutual Funds
New Business Development
Cross Functional Team Leadership
Organizational Needs Analysis
Customer Engagement
Management
Sales Presentations
Series 7
Territory Development
Jason Curran Summary
Jason Curran, based in Phoenix, AZ, US, is currently a Quality Assurance Analyst at Merrill Edge. Jason Curran brings experience from previous roles at Merrill Edge, Waddell & Reed, CHARLES SCHWAB & CO., INC and Bank One / National Direct Equity. Jason Curran holds a Bachelor of Science in Business Administration @ University of Phoenix. With a robust skill set that includes Leadership, Customer Experience, Solution Selling, Building Strong Business Relationships, Strategic Partnerships and more. Jason Curran has 2 emails and 2 mobile phone numbers on RocketReach.
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