Jason Mcsi Email
Managing Director @ VENTURE KNOLL
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Jason Mcsi Location
- Bath, GB
Jason Mcsi Work
- 2024 -now Managing Director @
- 2020 -2024 Wealth Management Partner @
- 2020 -2022 Community Volunteer @
- 2018 -2020 Senior Financial Planner @
- 2016 -2018 Senior Wealth Manager @
- 2014 -2016 Financial Planner @ Morrinson Wealth Management LLP
- 2012 -2014 Financial Planner @
- 2011 -2012 Investment Consultant @ SIP Nordic
- 2007 -2011 Business Manager @ Cattles PLC
- 2006 -2007 Mortgage Associate @
- 2005 -2006 Account Manager @
- 2003 -2004 Life Claims @
Jason Mcsi Education
- University of Brighton 1999-2002
- Sidmouth College 1992-1999
- Branscombe Primary School 1985-1992
Jason Mcsi Skills
- Negotiation
- Investments
- Credit Risk
- Estate Planning
- High Net Worth Individuals
- Investment Management
- Pensions
- Asset Management
- Financial Advisory
- Relationship Management
- Retirement Planning
- Wealth Management
- Insurance
- Investment Advisory
- Junior Isas
- Corporate Finance
- Leadership
- Investment Strategies
- Protection
- Finance
- Sales
- Equities
- Portfolio Management
- Financial Analysis
- Mergers and Acquisitions
- ISAs
- New Business Development
- Express.js
- Personal Pensions
- Risk Management
- Pension Transfers
- Wealth Management Services
- Business Strategy
- Strategy
- Business
- Wealth
- Consulting
- Securities
- Emerging Markets
- Strategic Planning
- Management
- Statistical Data Analysis
- Mutual Funds
- Financial Services
- Strategic Financial Planning
- Risk Assessment
- Mortgage Lending
- Banking
- Customer Service
- Deals
- Education
- Credit
- Financial Risk
- Financial Planning
- Expert Witness
Jason Mcsi Summary
- Jason Mcsi, based in Bath, GB, is currently a Managing Director at VENTURE KNOLL. Jason Mcsi brings experience from previous roles at True Potential LLP, FoodCycle, Opus Independent Financial Planning Ltd and Stadden Forbes Wealth Management. Jason Mcsi holds a 1999 - 2002 University of Brighton. With a robust skill set that includes Negotiation, Investments, Credit Risk, Estate Planning, High Net Worth Individuals and more. Jason Mcsi has 1 emails on RocketReach.
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