Jason Daack
Vice President at Wells Fargo Securities
- Role
- Lead Investment Banker for Cross-cib Banking Wealth Solutions at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jason Daack
Experienced Lending Officer with a demonstrated history of working in the financial…
Experience
Lead Investment Banker for Cross-cib Banking Wealth Solutions
Jul 2024 — Present · Charlotte, NC, US
Education
The Citadel
Bachelor of Business Administration (B.B.A.)
2001 — 2005
Skills
- Analysis
- Leadership
- Customer Service
- Project Planning
- Leadership Development
- Strategic Planning
- Financial Analysis
- Security Clearance
- Real Estate
- Military Operations
- Military
- Operational Risk Management
- Contract Negotiation
- Loans
- Logistics
- Training
- Dod
- Financial Services
- Management
- Team Building
- Business Analysis
- Project Management
- Microsoft Word
- Team Leadership
- Operational Planning
- Budgets
- Finance
- Credit Analysis
- Accounting
- Operations Management
- Property Management
- Organizational Leadership
- Military Experience
- Corporate Finance
- Process Improvement
- Banking
- Risk Management
- Data Analysis
- Outlook
- Microsoft Office
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