Jason Martin
Sales Executive @ Altruist | Building Business Relationships
- Role
- Sales Executive at Altruist
- Location
- Bountiful, UT, US
- LinkedIn followers
- 500 followers
About Jason Martin
As a Sales Executive at Altruist, I leverage over nine years of experience in financial services to collaborate with Registered Investment Advisors (RIAs) nationwide. Specializing in sales engineering, business relationship management, and communication, I support RIAs by providing innovative SaaS solutions that enhance their cost efficiency, productivity, and growth. By analyzing client needs and delivering tailored solutions, I foster long-term relationships that reflect Altruist\'s mission to empower RIAs in delivering improved financial advice. My contributions align with the organization\'s commitment to driving client satisfaction and the democratization of financial services.
Experience
Sales Executive
Jan 2026 — Present · US
Education
Utah Valley University
CFP Certification Program
2016 — 2018
Clearfield High
High School
2002 — 2005
Weber State University
Bachelor of Science, Business Management, Finance
2007 — 2011
Skills
- Finance
- Project Management
- Personal Finance
- Excel
- Project Planning
- Leadership
- Customer Service
- Team Building
- Financial Analysis
- Microsoft Office
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