Jason Edelson Email & Phone Number
Private Wealth Advisor, Executive Director @ Verdence Capital Advisors
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Jason Edelson Location
- Baltimore, MD, US
Jason Edelson Work
- Private Wealth Advisor, Executive Director @ (July 2017 - Present)
- Executive Director, Partner @ (April 2014 - June 2017)
- Senior Vice President and Senior Private Banker @ (November 2002 - April 2014)
Jason Edelson Education
- Towson University 1995-1999
Jason Edelson Skills
- CRM
- Insurance
- Management
- Credit
- Estate Planning
- Tax
- Wealth Management
- Strategic Financial Planning
- Loans
- Retirement
- Finance
- Commercial Banking
- Investment Management
- Series 7
- Risk Management
- Investments
- Portfolio Management
- Banking
- Commercial Lending
- Mortgage Lending
- Small Business Lending
- Credit Analysis
- Financial Planning
- Trading
- Retirement Planning
- Customer Relationship Management (CRM)
- Strategic Planning
- Customer Relationship Management Crm
- Customer Relationship Management
Jason Edelson Summary
- Jason Edelson, based in Baltimore, MD, US, is currently a Private Wealth Advisor, Executive Director at Verdence Capital Advisors. Jason Edelson brings experience from previous roles at HighTower - Kelly Wealth Management and Wells Fargo Private Bank. Jason Edelson holds a 1995 - 1999 Towson University. With a robust skill set that includes CRM, Insurance, Management, Credit, Estate Planning and more. Jason Edelson has 2 emails and 1 mobile phone numbers on RocketReach.
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