Jason McElwee Email & Phone Number
Managing Director Corporate Development, Co-Founder @ Mariner Wealth Advisors
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Jason McElwee Location
- Leawood, KS, US
Jason McElwee Work
- 2020 -now Managing Director Corporate Development, Co-Founder @
- 2016 -2020 Managing Director of National Sales @
- 2013 -2016 Managing Director, National Sales @ Montage Investments
- 2006 -2012 Co-Founder and Partner and Senior Wealth Consultant @ Mariner Wealth Advisors
- 1995 -2006 Senior Vice President @
Jason McElwee Education
- Pittsburg State University
Jason McElwee Skills
- Investments
- Portfolio Management
- Due Diligence
- Alternative Investments
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Mutual Funds
- Strategic Planning
- Wealth Management
- Asset Allocation
- Series 7
- Strategic Financial
Jason McElwee Summary
- Jason McElwee, based in Leawood, KS, US, is currently a Managing Director Corporate Development, Co-Founder at Mariner Wealth Advisors. Jason McElwee brings experience from previous roles at Tortoise, Montage Investments, Mariner Wealth Advisors and A.G. Edwards. Jason McElwee holds a Pittsburg State University. With a robust skill set that includes Investments, Portfolio Management, Due Diligence, Alternative Investments, Retirement Planning and more. Jason McElwee has 2 emails and 1 mobile phone numbers on RocketReach.
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