Jason Swedo
Director, Wealth Management @JD Power
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2017 — Present
Director, Wealth Management @JD Power
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Chicago, IL, US
Responsible for key relationships for within the Wealth Management Practice unit as well as for distribution of the Practice’s syndicated studies, proprietary research, consulting, and performance improvement programs for the wealth management industry.
EDUCATION
N/A
Saint Xavier University
MBA
N/A
University of Illinois at Urbana-Champaign - College of Business
BS
SKILLS
MorningstarFinancial ServicesWealth ManagementManaged AccountsInstitutionalCapital MarketsSeries 7Investment StrategiesAlternative InvestmentsSeparately Managed AccountsPrivate EquityPortfolio ManagementFinancial AdvisoryUniform Combined State LawSecuritiesOptionsHigh Net Worth IndividualsStructured ProductsFixed AnnuitiesAsset ManagementHedge FundsSeries 63InvestmentsSeries 65Relationship ManagementFinanceBloomberg401kStrategyWholesalingRetirementBondsStrategic Financial PlanningFinancial MarketsTradingInvestment BankingWealth Management ServicesFundingBankingMutual Funds
ABOUT JASON SWEDO
Seasoned sales professional who has helped thousands of Financial Advisors across…
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