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
- 2017 -now Private Wealth Advisor, Executive Director @
- 2014 -2017 Executive Director, Partner @
- 2002 -2014 Senior Vice President and Senior Private Banker @
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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Top Verdence Capital Advisors Employees
Rich Rosa
Partner
Cockeysville, MD, US
Jason Edelson
Private Wealth Advisor, Executive Director
Baltimore, MD, US
Steve Thacker
Managing Director, Partner
Baltimore, MD, US
Leo Kelly
Partner, Chief Executive Officer
Cockeysville, MD, US
Brian Sabo
Partner
Lutherville-Timonium, MD, US
John Morgan
Managing Director, Partner
Baltimore, MD, US
Peter McGratty
Executive Director of RIA Development
New York, NY, US
Edward Karppi
Executive Director
Charlottesville, VA, US
Thomas New
President
Cockeysville, MD, US
Megan Horneman
President Verdence Foundation
Cockeysville, MD, US
Meg Sheil-Puopolo
Partner
Baltimore, MD, US
Nancy McColgan
Managing Director of Verdence and Family
Cockeysville, MD, US
Kelly Wright
Director Of Financial Planning
Baltimore, MD, US
Michael Salerno
Director, Due Diligence
Alexandria, VA, US
Kevin Cuff
Chief Operating Officer
Cockeysville, MD, US
Robert Schmitt
Managing Director, Private Wealth Advisor
Sparks, MD, US
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