Jason Ellison

Senior Compliance Manager, Head of Marketing Compliance Operations @HarbourVest Partners

Portland, ME, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Senior Compliance Manager, Head of Marketing Compliance Operations @HarbourVest Partners

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Boston, MA, US

EDUCATION

2002 — 2006

Hobart and William Smith Colleges

Psychology, Behavioral and Personality

SKILLS

Wealth ManagementInvestment AdvisorySecuritiesEstate PlanningFinancial ServicesSeries 6InsuranceSeries 24EtfsAsset AllocationMutual FundsLife InsuranceFinanceInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsSeries 65Hedge FundsSales ManagementFixed AnnuitiesSalesFinancial Planners401kAsset ManagmentSeries 63MarketingRetirement PlanningFinraInvestmentsOutlookRetirementStrategic Financial PlanningAsset ManagementInvestment ManagementVariable AnnuitiesUniform Combined State LawSeries 7

ABOUT JASON ELLISON

Hard working, Driven, Knowledgeable, Organized, ProfessionalSpecialties: Series 7,66,24

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