Jason Ulstad's Location
New York, New York, United States
Jason Ulstad's Work
- Director, Legal and Compliance Division @ Morgan Stanley
- Compliance Analyst @ People's United Bank, N.A.
- Assistant Vice President Financial Service Manager @ People's United Bank, N.A.
- Customer Service Manager @ People's United Bank, N.A.
- Management Trainee and Assistant Service Manager @ People's United Bank, N.A.
Jason Ulstad's Education
- University of New Haven
Masters ( Taxation)
2008 - 2011 - Eckerd College
BA ( Management, Theatre)
2000 - 2004
Jason Ulstad's Skills
- Financial Planning
- Series 63
- FINRA
- Series 6
- Investments
- IIE Six Sigma Green Belt Certified
- Commercial Lending
- Residential Lending
- Mortgage Lending
- Management
Jason Ulstad's Summary
Jason Ulstad, based in New York, New York, United States, is currently a Director, Legal and Compliance Division at Morgan Stanley, bringing experience from previous roles at People's United Bank. Jason Ulstad holds a 2008 - 2011 Masters in Taxation @ University of New Haven. With a robust skill set that includes Financial Planning, Series 63, FINRA, Series 6, Investments and more, Jason Ulstad contributes valuable insights to the industry. Jason Ulstad has 2 emails on RocketReach.
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