Jason Ray
- Role
- Chief Executive Officer at Zenith Wealth Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Chief Executive Officer
Sep 2019 — Present
I\'m driven to help people make smart financial decisions. Zenith\'s mission is to provide the optimal wealth advisory experience for clients. Our work is inspired by racial and age-based wealth injustice that exists in our society. Our clients and community have helped us define the optimal advisory experience as financial planning, personalized education, and investment management.
Skills
- Marketing
- Data Analysis
- Entrepreneurship
- Microsoft Office
- Leadership
- Microsoft Excel
- Teamwork
- Public Speaking
- Editing
- Event Planning
- Powerpoint
- Series 63
- Social Media
- Research
- Social Networking
- Series 7
- Spanish
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