Jason Valliant

Senior Finance & Marketing Student at Gonzaga University

Role
Wealth Management Intern at Equitable Advisors
Location
Spokane, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Valliant

Current undergraduate student at Gonzaga University studying marketing and finance. Expecting to graduate in May of 2026, I take exceptional pride in my work and ability to connect with others within different walks of life. I have had a diverse work experience history, giving me an incredible variety of skills across many different fields, such as those in customer service, utilizing technology in the workplace, such as Microsoft Excel, Word, and PowerPoint, in addition to exceptional team skills and the ability to collaborate with others to achieve individual and common goals alike

Experience

  1. Wealth Management Intern

    Equitable Advisors

    Mar 2026 — Present · Bellevue, WA, US

    Building robust potential client lists using ZoomInfo- Shadowing meetings and calls with advisors- Learned insurance integration in retirement planning - Monitoring market conditions

Education

  • Gonzaga University

    Bachelor of Business Administration, Finance, Marketing

  • Gonzaga In Florence

    Bachelor of Business Administration - BBA, Finance, Marketing

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Jason Valliant — Wealth Management Intern at Equitable Advisors in Spokane, WA, US | Unifers