Jason Hall Email & Phone Number
SVP Wealth Management @ D.A. Davidson Companies
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Jason Hall Location
- Kirkland, WA, US
Jason Hall Work
- 2024 -now SVP Wealth Management @
- 2015 -2024 SVP | Private Wealth Advisor @
- 1999 -2015 SVP | Senior Relationship Manager @
- 1995 -1999 VP | Private Bank Mortgage Loan Officer @
- 1991 -1995 AVP | Credit Specialist, Branch Service and Operations @
Jason Hall Education
- Yale School of Management
(Wealth Management Theory & Practice)
2021-2022 - University of Washington - Michael G. Foster School of Business
(Pacific Coast Banking School Graduate)
2011-2013 - Cannon Financial Institute
(Certified Wealth Strategist Curriculum)
2009-2010 - College for Financial Planning
(Certified Financial Planning Curriculum)
2002-2005 - American Institute of Banking
(Banking Principles Graduate)
1993-1995
Jason Hall Skills
- Investment Advisory
- Retirement Planning
- Estate Planning
- Private Wealth Management
- Risk Mitigation
- Risk Management
- Mortgage Lending
- Commercial Lending
- Commercial Mortgages
- Construction Loans
- Private Banking
- Cash Management
- Consumer Finance
- Insurance
- Commercial Banking
- Loans
- Strategy
- Loan Origination
- Financial Services
- Credit
- Portfolio Management
- Finance
- Wealth
- Retirement
- Wealth Management Services
- Wealth Management
- Residential Mortgages
- High Net Worth Individuals
- Investment Management
- Credit Analysis
- Investments
- Consumer Lending
- Relationship Management
Jason Hall Summary
- Jason Hall, based in Kirkland, WA, US, is currently a SVP Wealth Management at D.A. Davidson Companies. Jason Hall brings experience from previous roles at Key Private Bank and KeyBank. Jason Hall holds a 2021 - 2022 Yale School of Management. With a robust skill set that includes Investment Advisory, Retirement Planning, Estate Planning, Private Wealth Management, Risk Mitigation and more. Jason Hall has 2 emails and 2 mobile phone numbers on RocketReach.
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