Jason Smith
RVP, National Account Manager at Capital Group | American Funds
- Role
- National Account Manager at Capital Group
- Location
- Findlay, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jason Smith
Securities offered through Capital Client Group, Inc.
Experience
National Account Manager
Jan 2024 — Present
Education
The University of Findlay
Master of Business Administration - MBA
1997 — 1998
The University of Findlay
Bachelor of Arts - BA
1993 — 1996
Skills
- Leadership
- Investments
- Financial Services
- Retirement
- Strategic Financial Planning
- Management
- Portfolio Management
- Banking
- Mutual Funds
- Risk Management
- Series 7
- Finance
- Training
- Financial Planning
- Series 6
- Insurance
- Analysis
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