Jason Storjohann
Regional Director @ Horizon Investments® | Series 7/66 Licensed, Business Relationship Management
- Role
- Regional Director at Horizon
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jason Storjohann
With over 20 years of experience in the financial services industry, I am a dynamic, collaborative, and performance-focused sales professional. As a Regional Director at Horizon Investments®, I partner with Financial Advisors to help them grow their Advisory Business and provide a consistent and exceptional experience across their business.My core competencies include business relationship management, sales strategy, product solutions, capital market insights, and practice management expertise. I leverage these skills to align business practices with corporate goals, develop strategic partnerships, bridge client needs with product goals, and foster business relationships to create a better client experience. My mission is to deliver value-added solutions that enhance client outcomes and satisfaction.
Experience
Regional Director
Sep 2020 — Present · Seattle, WA, US
Education
University of Nebraska-Lincoln
Bachelor of Science (BS), Business Administration; Finance
Skills
- Leadership
- Securities
- Team Leader
- Territory Growth
- Financial Planning
- Series 63
- Cash Flow
- Financial Services
- Financial Analysis
- Fixed Income
- Professional Phone Skills
- Wholesaling
- Sales Management
- Results Oriented
- Insurance
- Problem Solving
- Investments
- Sales Operations
- Reporting & Analysis
- Strategic Financial Planning
- Regional Management
- Alternative Investments
- Financial Advisory
- Banking
- Asset Allocation
- Mutual Funds
- Industry Trends
- Risk Management
- Business Operations
- Wealth Management
- Solutions Oriented
- Team Leadership
- Budget Management
- Regional Sales Planning
- Market Optimization
- Learning and Education
- Finance
- Sales Process
- Strategic Sales
- Asset Management
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