Jason Mcsi Email
Managing Director @ VENTURE KNOLL
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Jason Mcsi Location
- Bath, GB
Jason Mcsi Work
- Managing Director @ (January 2024 - Present)
- Wealth Management Partner @ (March 2020 - January 2024)
- Community Volunteer @ (December 2020 - January 2022)
- Senior Financial Planner @ (July 2018 - April 2020)
- Senior Wealth Manager @ (July 2016 - July 2018)
- Financial Planner @ Morrinson Wealth Management LLP (December 2014 - May 2016)
- Financial Planner @ (September 2012 - November 2014)
- Investment Consultant @ SIP Nordic (April 2011 - August 2012)
- Business Manager @ Cattles PLC (January 2007 - April 2011)
- Mortgage Associate @ (October 2006 - January 2007)
- Account Manager @ (January 2005 - October 2006)
- Life Claims @ (January 2003 - October 2004)
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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