Jason Mancini
Senior Financial Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- East Brunswick, NJ, US
- LinkedIn followers
- 500 followers
About Jason Mancini
I help clients bring their financial situation into a simplistic and concise way in order…
Experience
Senior Financial Advisor
Apr 2014 — Present
Help oversee client assets and various investment strategies for High Net Worth and Ultra High Net Worth clients- Reduce portfolio risk by adjusting the asset allocation on a customized basis- Perform due diligence on investment firms and portfolio managers before delivering recommendations to clients- Conduct product and investment performance analysis to team members with actionable ideas for execution.*Asset allocation does not ensure a profit or protect against loss in a declining market.
Education
Kent State University
Master's Degree
2010 — 2011
Kent State University
Bachelor's Degree
2004 — 2009
Skills
- Trading
- Financial Modeling
- Finance
- Financial Analysis
- Asset Management
- Portfolio Management
- Financial Advisory
- Investments
- Sas
- Customer Service
- Retirement Planning
- Risk Management
- Mutual Funds
- Financial Planning
- Corporate Finance
- Strategic Financial Planning
- Valuation
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