Jason Draut

About Jason Draut

I’m passionate about having my clients money work for them so that they can enjoy their…

Experience

1. Founder, Certified Financial Plannertm

   Harborlight Investments, Llc

   Nov 2016 — Present · El Cerrito, CA, US

   What We Do: As the founder of HarborLight Investments, I specialize in helping senior software engineers and other professionals achieve their financial and lifestyle goals with our Financial RoadMapping process that will empower them to organize and plan their financial future. How We Do It:Using our Financial RoadMapping process we create a clear picture of your current financial life and then craft a detailed plan for how you get from here to retirement, or wherever you want to go. We help you organize your investment strategy to align with your values and goals. This frees us time and mental capacity so you can focus on what you enjoy.What Makes Us Different:We focus on you and your goals rather than fitting you into our expectations. We learn who you are and what matters to you first. Then we help you find a unique solution that gets you to the lifestyle you want sooner rather than later.Let\'s start a

Education

• Tufts University

  BS

  1993 — 1998

• Harvard University

  M.S

  1998 — 2000

• Harvard University

  PhD

  1998 — 2004

Skills

• Solution Selling
• Business Planning
• Operations Management
• Crm
• Derivatives
• Bonds
• C++
• Fixed Income
• Long-Short Portfolios
• Etfs
• Product Management
• Budgeting
• Sales
• Global Macro
• Fx
• Swaps
• Sql
• Project Management
• Financial Markets
• Channel Management
• Options
• Investment Management
• Tactical Asset Allocation
• Foreign Exchange (Fx) Options
• Project Planning
• Account Management
• Cross-Functional Team Leadership
• Hedge Funds
• Marketing Strategy
• Ups Systems
• Business Development
• Strategic Planning
• Team Leadership
• Channel Partners
• Data Center
• Key Performance Indicators
• Business Strategy
• International Sales
• Asset Allocation
• Risk Management