Financial Advisor - Assistant Vice President @ (April 2022 - August 2023)
Hybrid Wholesaler - Annuities @ (March 2015 - March 2021)
Internal Wholesaler @ (September 2012 - February 2014)
Financial Advisor @ (December 2007 - August 2012)
Jason Schechter Education
University at Albany
Finance and Financial Management Services
2002-2007
Jason Schechter Skills
401(k) Retirement Savings Plans
Accounting Standards
Annuities
Aquaculture
Asset Allocation
Balance Sheet Review
Banking
Business Applications
Business Development
Client Relations
Coaching & Mentoring
Communication
Communication Training
Competitive Landscape
Construction
Customer Experience
Customer Relationship Management (CRM)
Customer Service
Diverse Groups Of People
Farming
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
Interpersonal Skills
Investments
Leadership
Mutual Funds
New Business Development
Oral Communication
Organization Skills
Pre-Construction
Presentations
Public Speaking
Qualified Retirement Plans
Quantitative Analytics
RAS
Retirement Plan Consulting
Retirement Planning
Sales
Series 7
SharePoint
Wealth Management
Workflow Management
Written Communication
Jason Schechter Summary
Jason Schechter, based in Wilmington, DE, US, is currently a Vice President of Business Development at RFX | REFE. Jason Schechter brings experience from previous roles at Southeastern Shrimp Farms, Merrill Lynch, Equitable and New York Life & MainStay Investments. Jason Schechter holds a 2002 - 2007 Finance and Financial Management Services @ University at Albany. With a robust skill set that includes 401(k) Retirement Savings Plans, Accounting Standards, Annuities, Aquaculture, Asset Allocation and more.
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