Jason Israel
Innovative sales leader with extensive expertise in financialwholesaling / distribution, training and leadership, relationshipmanagement, industry thought leadership and Value-Addcontent development.
- Role
- Retirement Benefits Consultant at UBS
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jason Israel
Looking to leverage LinkedIn to network with interesting people, explore opportunities and keep updated on what is happening in various businesses. My last (and favorite job) was as a Sales Manager with 10 direct reports. I enjoy leading teams, conveying enterprise level ideas to groups, and fostering innovation.
Experience
Retirement Benefits Consultant
Oct 2025 — Present · Denver, CO, US
Education
Questrom School of Business, Boston University
Bachelor of Science Business Administration, Finance
1994 — 1998
Pace University - Lubin School of Business
Masters of Business Administration, Finance
2002 — 2006
Skills
- Equities
- Sales Management
- Financial Analysis
- Business Planning
- Excel
- Financial Markets
- Investments
- Series 63
- Financial Planning
- Annuities
- Forecasting
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Wealth Management
- Credit
- Fixed Income
- Insurance
- Series 24
- Series 7
- Asset Management
- Customer Relations
- Financial Advisory
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Retirement Planning
- Consultative Selling
- Securities
- Fixed Annuities
- Budgeting
- Microsoft Office
- Portfolio Management
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