Jason Lloyd
Senior Investment Professional
- Role
- Senior Client Relationship Manager - Onboarding Specalist at William Blair
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Jason Lloyd
A highly motivated and accomplished relationship manager & business development professional with over 20 years of diverse industry experience and in-depth knowledge within investment management. Proven ability to establish and cultivate relationships, with an aggressive drive for positive results.
Experience
Senior Client Relationship Manager - Onboarding Specalist
Dec 2023 — Present · Louisville, KY, US
Education
University of Kentucky - Gatton College of Business
Bachelors, Finance
1995 — 1999
The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
2012 — 2012
Skills
- Investment Advisory
- Asset Managment
- Sales
- Mutual Funds
- Asset Allocation
- Series 6
- Fixed Income
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 7
- Hedge Funds
- Equities
- Marketing
- Series 63
- Securities
- Asset Management
- Portfolio Management
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.