Jason Ellison
Senior Compliance Manager, Head of Marketing Compliance Operations at HarbourVest Partners
- Role
- Senior Compliance Manager, Head of Marketing Compliance Operations at HarbourVest Partners
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Jason Ellison
Hard working, Driven, Knowledgeable, Organized, ProfessionalSpecialties: Series 7,66,24
Experience
Senior Compliance Manager, Head of Marketing Compliance Operations
Jan 2022 — Present · Boston, MA, US
Education
Hobart and William Smith Colleges
Psychology, Behavioral and Personality
2002 — 2006
Skills
- Wealth Management
- Investment Advisory
- Securities
- Estate Planning
- Financial Services
- Series 6
- Insurance
- Series 24
- Etfs
- Asset Allocation
- Mutual Funds
- Life Insurance
- Finance
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 65
- Hedge Funds
- Sales Management
- Fixed Annuities
- Sales
- Financial Planners
- 401k
- Asset Managment
- Series 63
- Marketing
- Retirement Planning
- Finra
- Investments
- Outlook
- Retirement
- Strategic Financial Planning
- Asset Management
- Investment Management
- Variable Annuities
- Uniform Combined State Law
- Series 7
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