Jason Lapoint
Losers make excuses, Winners make progress.
- Role
- Senior Vice President, Client Advisor at Pinnacle Financial Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jason Lapoint
Experienced Private Banker with a demonstrated history of working in the financial services industry. Skilled in: Banking, Relationship Management & Wealth Management. I pride myself in “2-way street management”. That means: it’s not a “me me me” relationship. I want to know what a successful partnership looks like to you and how can I help. StrengthsFinder top 5:1. Ideation2. Relator3. Belief4. Responsibility 5. Strategic
Experience
Senior Vice President, Client Advisor
Aug 2020 — Present · Charlotte, NC, US
Consumer | Small Business | Commercial | Lending | Wealth
Skills
- Customer Service
- Banking
- Investments
- Leadership
- Account Reconciliation
- Marketing
- Public Speaking
- Time Management
- Finance
- Social Media
- Financial Analysis
- Event Management
- Portfolio Management
- Small Business
- Management
- Team Building
- Coaching
- Microsoft Excel
- Credit
- Microsoft Office
- Sales
- Marketing Strategy
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