Vice President, Institutional Sales and Relationship Management @ (August 2020 - June 2023)
Institutional Sales and Relationship Management @ (May 2014 - August 2020)
Plan Sponsor @ NextEra Energy, Inc. (May 2002 - May 2014)
Analyst @ Raymond James & Associates (March 2000 - May 2002)
Investment Representative @ (May 1997 - March 2000)
Jason Wallace Education
Nova University
MBA
2005-2006
University of South Florida
B.S. (Business Administration)
1993-1997
Jason Wallace Skills
Alternative Investments
Portfolio Management
Financial Modeling
Capital Markets
Investment Strategies
Investments
Relationship Management
Asset Management
Bloomberg
Investment Management
Fixed Income
Services
Asset Allocation
Equities
Hedge Funds
Mutual Funds
Jason Wallace Summary
Jason Wallace, based in Atlanta, GA, US, is currently a Senior Vice President, Institutional Sales and Relationship Management at Capital Group. Jason Wallace brings experience from previous roles at 21st Century Leaders, Inc., Capital Group and NextEra Energy, Inc.. Jason Wallace holds a 2005 - 2006 MBA @ Nova University. With a robust skill set that includes Alternative Investments, Portfolio Management, Financial Modeling, Capital Markets, Investment Strategies and more. Jason Wallace has 2 emails and 1 mobile phone numbers on RocketReach.
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