Jason Dray
Sr. Wealth Advisor & Planner
- Role
- Sr Financial Advisor & Planner at Empower
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Jason Dray
I\'m an experienced sales and financial services professional with over 19 years of experience looking for my next opportunity to grow with a company that is ready to utilize my expertise in sales and customer service. As a professional, I love being a team player and working alongside others that are committed to getting it done. I do love Marriott points and Alaska Airline miles so if travel is part of this next chapter, count me in! In my spare time, you will find me giving back to my community through coaching, golfing, traveling, or heading up to Seattle for a Mariners game. Feel free to message me if you want to connect or even just to talk about the Mariner\'s season. I\'d love to hear from you!
Experience
Sr Financial Advisor & Planner
Mar 2024 — Present
Education
University of Wyoming
Bachelors of Science
2001 — 2005
Skills
- Retirement Planning
- Account Management
- Retail
- Fixed Annuities
- Investments
- Series 63
- Marketing
- Outlook
- Sales
- Training
- Microsoft Excel
- Leadership
- Sales Operations
- Financial Services
- Crm
- Customer Service
- Life Insurance
- Finance
- Banking
- Mutual Funds
- Insurance
- Series 7
- Wealth Management
- Retirement
- Advertising
- Coaching
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