Jason Leveille

WORK HISTORY

EDUCATION

ABOUT JASON LEVEILLE

FINANCIAL PLANNING AND INVESTMENT MANAGEMENT • Applied the comprehensive financial planning process, which includes financial, asset and risk management, retirement, estate and tax planning • Developed and presented detailed financial plans to high net worth clients • Completed insurance analysis and provided recommendations • Completed retirement projections and provided tax and estate planning solutions to clients • Provided periodic reviews and performance reporting to align clients with their financial objectives RELATIONSHIP MANAGEMENT AND CLIENT SERVICE • Established rapport with high net worth clients; built trust • Communicated and met with clients on a periodic basis • Resolved problems and suggested recommendations; trained staff and team members • Received positive feedback; recognized and complimented in client surveys • Professional and empathetic with clients MARKETING AND SALES • Conducted market research; managed and developed sales strategies • Wrote financial articles in a newsletter to investors • Prepared and conducted customer service survey; analyzed and documented results • Developed promotional material; distributed to English media outlets in China DOCUMENTATION AND PRESENTATION • Summarized research analysis; submitted with recommendations to clients • Provided written meeting summaries, recommendations and course of action • Created training manual; conducted technical training workshops • Developed business plan; provided financial evaluation and market research