Jason Ellison Email & Phone Number
Senior Compliance Manager, Head of Marketing Compliance Operations @ HarbourVest Partners
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Jason Ellison Location
- Portland, ME, US
Jason Ellison Work
- 2022 -now Senior Compliance Manager, Head of Marketing Compliance Operations @
- 2021 -2022 Senior Director @
- 2018 -2021 Director @
- 2011 -2017 Associate Director @
- 2009 -2011 Regional Consultant @
- 2007 -2009 Regional Sales Rep. @ Guardian Investor Services
- 2007 -2009 Regional Sale Rep. @
- 2006 -2007 Financial Advisor @
- 2005 -2005 stockbroker trainee and Intern @
Jason Ellison Education
- Hobart and William Smith Colleges
Psychology (Behavioral and Personality)
2002-2006 - Black River High School 1998-2002
Jason Ellison Skills
- Series 7
- Mutual Funds
- Investments
- Series 63
- Securities
- Retirement Planning
- 401k
- Strategic Financial Planning
- Fixed Annuities
- Insurance
- Estate Planning
- Marketing
- Series 6
- Asset Managment
- Asset Allocation
- Wealth Management
- Retirement
- Sales Management
- Outlook
- Investment Advisory
- Finance
- Asset Management
- Separately Managed Accounts
- FINRA
- Series 24
- Variable Annuities
- Hedge Funds
- Sales
- Life Insurance
- Financial Planners
- Alternative Investments
- ETFs
- Series 65
- Financial Services
- Investment Strategies
- Investment Management
- Uniform Combined State Law
- Financial Analysis
- Strategic Financial
- Welfare
- Uniform Combined State
- PowerPoint
- Project Management
- Consulting
- Strategy
- Separately Managed
- Public Speaking
- Advertising
Jason Ellison Summary
- Jason Ellison, based in Portland, ME, US, is currently a Senior Compliance Manager, Head of Marketing Compliance Operations at HarbourVest Partners. Jason Ellison brings experience from previous roles at Foreside Financial Group, LLC. Jason Ellison holds a 2002 - 2006 Psychology in Behavioral and Personality @ Hobart and William Smith Colleges. With a robust skill set that includes Series 7, Mutual Funds, Investments, Series 63, Securities and more. Jason Ellison has 2 emails and 2 mobile phone numbers on RocketReach.
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