Client Relationship Executive
Jason is a Florida native and financial professional who resides in Emmaus, PA. He has been employed in the financial services industry for over 20 years. His experience includes being a financial advisor at Valic Financial Advisors, Trading and Operational support at Bank of New York Mellon, and Municipal Bond Analyst at Salomon Smith Barney.
Jason holds a B.S. degree in Advertising from the University of Florida and a Master’s degree in Business Administration from the University of Tampa.
Jason joined Quadrant Private Wealth in June of 2018.
His personal interests include sports, travel, reading, and keeping up with his active 7 year old daughter, Jillian.