Jason Wallace Email & Phone Number
Senior Vice President, Institutional Sales and Relationship Management @ FocusPoint Private Capital Group
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Jason Wallace Location
- Atlanta, GA, US
Jason Wallace Work
- 2023 -now Senior Vice President, Institutional Sales and Relationship Management @
- 2024 -now Board Member @
- 2020 -2023 Vice President, Institutional Sales and Relationship Management @
- 2014 -2020 Institutional Sales and Relationship Management @
- 2002 -2014 Plan Sponsor @ NextEra Energy, Inc.
- 2000 -2002 Analyst @ Raymond James & Associates
- 1997 -2000 Investment Representative @
Jason Wallace Education
- Nova University 2005-2006
- University of South Florida 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 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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Top FocusPoint Private Capital Group Employees
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New York, NY, US
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