Jason Gantt

Senior Regional Sales Director @Confluence Investment Management

Fairfield, CT, US
MOBILE NUMBERS
+16•••••••40

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WORK HISTORY

Mar 2017 — Present

Senior Regional Sales Director @Confluence Investment Management

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External Wholesaler for managed account portfolios to the Broker/Dealer & RIA communities.

EDUCATION

1994 — 1998

Ohio Wesleyan University

Bachelor of Arts - BA, Economics, Politics & Government

SKILLS

SecuritiesSeries 63Fixed IncomeInvestmentsRetirementStrategic Financial PlanningEquitiesInvestment StrategiesAlternative InvestmentsFinancial AdvisoryAsset AllocationMutual FundsInvestment AdvisoryPortfolio ManagementWealth ManagementRetirement PlanningFinraAsset ManagementSeries 7

ABOUT JASON GANTT

Investment management wholesaler through the broker/dealer and RIA communities.…

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