Jason Solomon Email & Phone Number
Executive Director @ Morgan Stanley
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Jason Solomon Location
- West Palm Beach, FL, US
Jason Solomon Work
- Executive Director @ (January 2024 - Present)
- Senior Ultra High Net Worth Specialist @ (January 2023 - Present)
- Asst. Vice President, Premier Client Manager @
- Senior Mortgage Banker @ The Addison Mortgage Group, Inc
- First Vice President, Senior Private Banker @
- Vice President, Wealth Management Banker @
Jason Solomon Education
- San Diego State University
Bachelor of Science (BS) (Business Administration, Finance)
Jason Solomon Skills
- Wealth Management
- Mortgage Lending
- Series 7
- Series 63
- Portfolio Management
- Investments
- Credit
- Loans
- Equities
- Fixed Income
- Banking
- Retirement Planning
- Securities
- Strategic Financial Planning
- Mutual Funds
- Asset Allocation
- Asset Management
- Credit Analysis
- Financial Analysis
- Financial Services
- Leadership
- Management
- Microsoft Office
- Microsoft Excel
Jason Solomon Summary
- Jason Solomon, based in West Palm Beach, FL, US, is currently a Executive Director at Morgan Stanley. Jason Solomon brings experience from previous roles at Morgan Stanley, Bank of America and The Addison Mortgage Group, Inc. Jason Solomon holds a Bachelor of Science (BS) in Business Administration, Finance @ San Diego State University. With a robust skill set that includes Wealth Management, Mortgage Lending, Series 7, Series 63, Portfolio Management and more. Jason Solomon has 1 emails and 1 mobile phone numbers on RocketReach.
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