Jason Shemtob
Director and Partner - Wealth Management at Aspiriant
- Role
- Director and Partner - Wealth Management at Aspiriant
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director and Partner - Wealth Management
Mar 2022 — Present · San Francisco, CA, US
Education
Syracuse University
B.S. in Psychology, Psychology, Numerous Liberal Arts
2006 — 2010
Golden Gate University
Master's degree, Investment Finance
2011 — 2013
Skills
- Corporate Finance
- Cfa Level 1
- Spanish
- Business Planning
- Financial Reporting
- Access
- Program Management
- Nonprofits
- Microsoft Word
- Team Leadership
- Bloomberg
- Strategic Planning
- Excel
- Financial Analysis
- Teamwork
- Public Speaking
- Risk Management
- Data Analysis
- Management
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Strategic Financial Planning
- Business Analysis
- Forecasting
- Managerial Finance
- Fundamental Analysis
- Auditing
- Economics
- Financial Accounting
- Leadership
- Analysis
- Accounting
- Research
- Financial Modeling
- Portfolio Management
- Mergers & Acquisitions
- Teaching
- Time Management
- Budgets
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.