Jason Derosa Email & Phone Number
Chief Market Strategist @ Vertis Wealth
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Jason Derosa Location
- Naples, FL, US
Jason Derosa Work
- Chief Market Strategist @ (April 2020 - Present)
- Investment Advisor, Senior Case Manager @ Grace Capital Management, LLC (November 2016 - March 2020)
- Financial Advisor @ (March 2015 - October 2016)
- Licensed Banker @ SunTrust Bank (August 2012 - February 2015)
- Wealth and Investment Management @ (January 2008 - July 2012)
- Financial Services Specialist @ Regions Financial (August 2005 - January 2008)
Jason Derosa Education
- Florida Gulf Coast University
MBA (Finance)
- University of Florida
BS (Psychology)
- Florida Gulf Coast University
Master of Business Administration - MBA
Jason Derosa Skills
- Estate Planning
- High Net Worth
- Cash Management
- Banking
- Lines of Credit
- Money
- Retirement Planning
- Debt
- Financial Planning
- Debit
- Portfolio Management
- Cross Selling
- Deposits
- Financial Services
- Wealth Management
- Cash
- Credit
- Financial Institutions
- Servicing
- Financial Analysis
- Wealth
- Strategic Financial
- Banking Relationships
- Private Banking
- Retail Banking
- Retirement
- Small Business Lending
- Loans
- Checking
Jason Derosa Summary
- Jason Derosa, based in Naples, FL, US, is currently a Chief Market Strategist at Vertis Wealth. Jason Derosa brings experience from previous roles at Grace Capital Management, LLC, Morgan Stanley, SunTrust Bank and SunTrust. Jason Derosa holds a MBA in Finance @ Florida Gulf Coast University. With a robust skill set that includes Estate Planning, High Net Worth, Cash Management, Banking, Lines of Credit and more. Jason Derosa has 2 emails and 1 mobile phone numbers on RocketReach.
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