Jason Colavita
Portfolio Reviewer - Asset Management Services @Raymond James
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WORK HISTORY
Portfolio Reviewer - Asset Management Services @Raymond James
St. Petersburg, FL, US
Construct equity trading blocks for new high net worth client accounts by meticulously analyzing stock and cash positions vs portfolio manager models and executing the trades in the market• Manage tax loss harvesting requests for existing high net worth clients, strategically identifying trading losses and re-investing the proceeds into replacement ETFs•Update portfolio manager model changes on a regular basis and assure they are flowing through to individual client accounts
EDUCATION
Christian Brothers Academy
High School
Seton Hall University
Bachelor's Degree, Business Administration and Management, General
SKILLS
ABOUT JASON COLAVITA
Equity Specialist
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