Investment Consultant @ (March 2013 - December 2014)
Financial Advisor and Associate Portfolio Manager, Junior Partner- The Lenox Group @ (October 2007 - March 2013)
Account Executive @ (March 2005 - October 2007)
Station Sales Negotiator @ (May 2004 - March 2005)
Jason Schechter Education
State University of New York at Buffalo - School of Management
Bachelors (International Business, Marketing, Management Information Systems)
1999-2003
John F Kennedy Highschool 1995-1999
Jason Schechter Skills
Series 7
Asset Allocation
Alternative Investments
Investments
Securities
Options
Equities
Fixed Income
Bonds
Mutual Funds
Investment Advisory
Portfolio Management
Valuation
Asset Management
Wealth Management
Financial Analysis
Bloomberg
Hedge Funds
Equity Research
Financial Modeling
ETFs
Derivatives
Retirement Planning
Capital Markets
Credit Analysis
Excel
Bloomberg Terminal
Customer Relations
Series 66
New Business Development
Business Analysis
Customer Service
Jason Schechter Summary
Jason Schechter, based in Philadelphia, PA, US, is currently a Head of Investment Specialist Team and Institutional Investment Consulting at Hartford Funds. Jason Schechter brings experience from previous roles at Hartford Funds, Merrill Lynch and Fidelity Investments. Jason Schechter holds a 1999 - 2003 Bachelors in International Business, Marketing, Management Information Systems @ State University of New York at Buffalo - School of Management. With a robust skill set that includes Series 7, Asset Allocation, Alternative Investments, Investments, Securities and more. Jason Schechter has 2 emails and 3 mobile phone numbers on RocketReach.
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