Sales Support Specialist
As the Sales Support Specialist, Jason focuses on supporting the sales team to sell Investments, Wealth, and Relationship Management services at the wholesale and retail level. Some of his duties include maintaining critical databases and coordinating sales meetings, presentations, seminars, while working closely with the operations and sales teams for on-boarding client documents.
Prior to his time at RFA, Jason held an internship as Manager’s Assistant with one of the nation’s market leading dental retailers where he helped increase market share within the sales process. He also held leadership and management roles in the hospitality industry in a world renowned five Diamond establishment.
Jason is a San Diego State University alumni who earned his Bachelor’s Degree in Business Administration Management. During his educational endeavors, he was given recognition of academic excellence by placement on the President’s list as well as the Dean’s list. He currently holds his FINRA series 65 license as a Registered Investment Advisor Representative and the CFA Institute Investment Foundations certificate.
He enjoys playing golf, watching baseball, managing fantasy football, coaching his daughter with soccer, boating, camping, fishing, and spending as much quality time as he can with his beautiful wife and 3 children.
Why I Do What I Do:
To build relationships, educate others about opportunities, and to enthusiastically help and influence people in a positive way to build their wealth and achieve financial freedom.