Director, Client Relations @ (August 2013 - June 2023)
Sr. Client Relations Representative @ (January 2009 - July 2013)
Client Relations Representative @ (July 2005 - December 2008)
Regional Account Manager @ (July 2004 - July 2005)
Jason Graf Education
University of Connecticut School of Business
MBA (Finance, Operations & Information Management, Marketing)
2005-2010
University of Connecticut
BS (Management, Entrepreneurship)
2000-2004
Jason Graf Skills
Collective Investment Trusts
Relationship Development
Microsoft Excel
Series 6
Series 63
Team Management
Retirement
Defined Benefit
Pensions
Investments
Securities
Sales
Insurance
Mutual Funds
Stable Value
Defined Contribution
457 Plans
403B Plans
401K Plans
Fixed Income
401k
403 b
Financial Services
Management
CRM
Relationship Management
Diversity & Inclusion
Jason Graf Summary
Jason Graf, based in Fairfield, CT, US, is currently a Senior Strategic Sales Executive at FIS. Jason Graf brings experience from previous roles at FIS Reliance Trust and MetLife. Jason Graf holds a 2005 - 2010 MBA in Finance, Operations & Information Management, Marketing @ University of Connecticut School of Business. With a robust skill set that includes Collective Investment Trusts, Relationship Development, Microsoft Excel, Series 6, Series 63 and more. Jason Graf has 4 emails and 4 mobile phone numbers on RocketReach.
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