Jason Schechter Email & Phone Number
Head of Investment Specialist Team and Institutional Investment Consulting @ Hartford Funds
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Jason Schechter Location
- Philadelphia, PA, US
Jason Schechter Work
- 2019 -now Head of Investment Specialist Team and Institutional Investment Consulting @
- 2018 -2019 Head of Institutional Client Service @
- 2017 -2018 Director - Team Lead, Managed Account Advisors Investment Consulting Team @
- 2014 -2017 Vice President, Investment Solutions Group- Managed Account Advisors @
- 2013 -2014 Investment Consultant @
- 2007 -2013 Financial Advisor and Associate Portfolio Manager, Junior Partner- The Lenox Group @
- 2005 -2007 Account Executive @
- 2004 -2005 Station Sales Negotiator @
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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