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
- 2025 -now Associate Director II, Client Experience @
- 2024 -2025 Associate Director, Advisor Partnerships @
- 2021 -2024 Senior Associate I, Business Development @
- 2020 -2021 Owner @ Real Estate Prep Servicrs, LTD
- 2018 -2019 VP, Senior Client Advisor @
- 2016 -2018 Financial Advisor - Wealth Management at Oswald Financial, Inc. @
- 2011 -2016 Officer, Associate Institutional Client Advisor @
- 2006 -2009 Financial Consultant @ Fifth Third Bank, Key Investment Services
- 2000 -2006 Financial Advisor @
- 1997 -2000 Account Executive @
- 1995 -1996 Trading Assistant @
- 1994 -1995 Trading Assistant @
- 1992 -1994 Assistant Specialist @ Charlton Goin, Capital Management
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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