Jason Smoot Email & Phone Number
Associate Director II, Client Experience @ American Endowment Foundation
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Jason Smoot Location
- Cleveland, OH, US
Jason Smoot Work
- Associate Director II, Client Experience @ (December 2025 - Present)
- Associate Director, Advisor Partnerships @ (January 2024 - December 2025)
- Senior Associate I, Business Development @ (September 2021 - January 2024)
- Owner @ Real Estate Prep Servicrs, LTD (May 2020 - September 2021)
- VP, Senior Client Advisor @ (January 2018 - January 2019)
- Financial Advisor - Wealth Management at Oswald Financial, Inc. @ (January 2016 - January 2018)
- Officer, Associate Institutional Client Advisor @ (January 2011 - January 2016)
- Financial Consultant @ Fifth Third Bank, Key Investment Services (January 2006 - January 2009)
- Financial Advisor @ (January 2000 - January 2006)
- Account Executive @ (January 1997 - January 2000)
- Trading Assistant @ (January 1995 - January 1996)
- Trading Assistant @ (January 1994 - January 1995)
- Assistant Specialist @ Charlton Goin, Capital Management (January 1992 - January 1994)
Jason Smoot Education
- Albright College
Bachelor of Science (BS) (Politics & History)
1988-1992
Jason Smoot Skills
- Finance
- Mutual Funds
- Leadership
- Risk Management
- Wealth Management
- Customer Service
- Asset Management
- Retirement Planning
- Strategic Planning
- Investments
Jason Smoot Summary
- Jason Smoot, based in Cleveland, OH, US, is currently a Associate Director II, Client Experience at American Endowment Foundation. Jason Smoot brings experience from previous roles at American Endowment Foundation, Real Estate Prep Servicrs, LTD and Huntington National Bank. Jason Smoot holds a 1988 - 1992 Bachelor of Science (BS) in Politics & History @ Albright College. With a robust skill set that includes Finance, Mutual Funds, Leadership, Risk Management, Wealth Management and more. Jason Smoot has 3 emails and 4 mobile phone numbers on RocketReach.
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