Senior Sales Manager @ (February 2012 - June 2025)
Key Relationships Manager @ (May 2019 - May 2020)
SME Segment Specialist @ (March 2017 - March 2018)
Financial Planner @ (January 2010 - January 2012)
Financial Planner @ (January 2009 - January 2010)
Sales Coach @ (January 2004 - January 2010)
Jason Waldron Skills
Account Management
Banking
Business Development
Business Networking
Business Protection
Business Relationship Management
Buy-Sell Agreements
Channel Partner Development
Client Rapport
Coaching
Cross-functional Team Leadership
Estate Planning
Family Office Advisory
Finance
Financial Services
HNW & UHNW
Individualization
Inheritance Tax Planning
Insurance
Insurance Planning
Insurance Solutions for Wealth Planning
Investment Advisory
Key Account Management
Key Person Insurance
Life Insurance
Management
Managing Distribution Channels
Multi-generational Planning
Neuro-Linguistic Programming (NLP)
Partner Relationship Management
Performance coaching
Personal Protection
Portfolio Management
Presenting to Clients
Private Banking
Public Speaking
Relationship Building
Relationship Management
Retirement Planning
Risk Management
Sales
Sales Coaching
Sales Leadership
Shareholder Protection
Strategic Planning
Succession Planning
Tax-advantaged Investment Strategies
Telephony
Trusts
UHNW Wealth Structuring
Wealth Preservation Planning
Winning Others Over
adaptability
ideation
maximizer
training and development
Jason Waldron Summary
Jason Waldron, based in Dubai, AE, is currently a Senior Director, Estate Planning Consultant at Howden Private Wealth. Jason Waldron brings experience from previous roles at Seven Investments Limited and Zurich Insurance. With a robust skill set that includes Account Management, Banking, Business Development, Business Networking, Business Protection and more. Jason Waldron has 2 emails and 1 mobile phone numbers on RocketReach.
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