Jason Rausch Email & Phone Number
Certified Financial Planner professional @ Granite Bridge Wealth
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Jason Rausch Location
- Cary, NC, US
Jason Rausch Work
- Certified Financial Planner professional @ (January 2025 - Present)
- Sole Proprietor @ JR Income Tax Services (January 2003 - Present)
- Income Tax Expert @ (January 2024 - April 2024)
- Head of Portfolio Implementation and Management @ (January 2018 - January 2023)
- VP, Senior Portfolio Implementation Manager @ (January 2015 - January 2018)
- AVP, Senior Derivatives Trader @ (January 2010 - January 2015)
- Derivatives Trader @ (January 2007 - January 2010)
- Operations and Portfolio Assistant @ (September 2004 - March 2007)
- Income Tax Return Preparer @ (January 2004 - August 2004)
- Mutual Fund Administrator @ (November 2002 - December 2003)
Jason Rausch Education
- Dowling College
Bachelor of Arts (BA) (Accounting)
2002-2003 - Marist University
Bachelor of Science (BS) (Finance)
1998-2002
Jason Rausch Skills
- Asset Allocation
- Attention to Detail
- Capital Markets
- Client Presentation
- Communication
- Continuous Improvement
- Critical Thinking
- Delta One
- Derivatives
- Equity Options
- Financial Planning
- Financial Services
- Foreign Currency
- Fund of Funds (FOF)
- Income Tax
- Investment Management
- Leadership
- People Management
- Portfolio Management
- Problem Solving
- Project Management
- Relationship Building
- Risk Management
- Trading
Jason Rausch Summary
- Jason Rausch, based in Cary, NC, US, is currently a Certified Financial Planner professional at Granite Bridge Wealth. Jason Rausch brings experience from previous roles at JR Income Tax Services, Intuit TurboTax Verified Pro and Voya Investment Management. Jason Rausch holds a 2002 - 2003 Bachelor of Arts (BA) in Accounting @ Dowling College. With a robust skill set that includes Asset Allocation, Attention to Detail, Capital Markets, Client Presentation, Communication and more. Jason Rausch has 2 emails on RocketReach.
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