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

  1. Lead Investment Banker for Cross-cib Banking Wealth Solutions

    Wells Fargo

    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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Jason Daack — Lead Investment Banker for Cross-cib Banking Wealth Solutions at Wells Fargo in Charlotte, NC, US | Unifers