Jason Preti Email & Phone Number
Wealth Management Advisor @ Unleashed Financial LLC
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Jason Preti Location
- Kirkland, WA, US
Jason Preti Work
- 2015 -now Wealth Management Advisor @
- 2011 -2014 Associate Financial Advisor @
- 2009 -2011 Financial Planning @ Appropriate Balance
- 2007 -2009 Financial Planning Assistant @ Terwedo Financial Services, LLC
Jason Preti Education
- University of Washington
Executive Certificate Financial Planning (Financial Planning)
2008-2008 - Central Washington University
BSBA (Business Administration and Management, General)
2004-2006 - Edmonds College
A (General Studies)
2002-2004
Jason Preti Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- High Net Worth
- Accounting
- Pensions
- Fixed Income
- Retirement Planning
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investments
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Operations Management
- Asset Management
- Strategic Financial
- Securities
- Investment Management
Jason Preti Summary
- Jason Preti, based in Kirkland, WA, US, is currently a Wealth Management Advisor at Unleashed Financial LLC. Jason Preti brings experience from previous roles at Coldstream, Appropriate Balance and Terwedo Financial Services, LLC. Jason Preti holds a 2008 - 2008 Executive Certificate Financial Planning in Financial Planning @ University of Washington. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, High Net Worth, Accounting and more. Jason Preti has 2 emails and 1 mobile phone numbers on RocketReach.
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