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 supoort 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. He is a Registered Representative, holding FINRA General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63) licenses.
His personal interests include sports, travel, reading, and keeping up with his active 7 year old daughter, Jillian.