Jason Platt Email & Phone Number
Financial Advisor, Vice President @ Financial Services Company
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Jason Platt Location
- Providence, RI, US
Jason Platt Work
- 2020 -now Financial Advisor, Vice President @
- 2018 -2020 Vice President, Financial Advisor @
- 2013 -2018 Wealth Management Advisor @
- 2012 -2013 Portfolio Manager @
- 2009 -2012 Financial Advisor @
Jason Platt Education
- University of Redlands
Master of Business Administration - MBA (Accounting and Finance)
2007-2009 - Providence College
Bachelor of Science - BS (Accounting and Finance)
2000-2004
Jason Platt Skills
- Wealth Management
- Analytical Skills
- Organizational Effectiveness
- passion
- Business Development
- Accounting
- Budgets
- Investment Management
Jason Platt Summary
- Jason Platt, based in Providence, RI, US, is currently a Financial Advisor, Vice President at Ameriprise Financial Services, LLC. Jason Platt brings experience from previous roles at Citizens Investment Services, Merrill Lynch Wealth Management, Bank of America Corporation, Santander US and Baystate Financial. Jason Platt holds a 2007 - 2009 Master of Business Administration - MBA in Accounting and Finance @ University of Redlands. With a robust skill set that includes Wealth Management, Analytical Skills, Organizational Effectiveness, passion, Business Development and more. Jason Platt has 2 emails and 1 mobile phone numbers on RocketReach.
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