Jason Tarr
Entrepreneur | Board Member | Theatre Mogul | helping Ohio and Pennsylvania families PROTECT against what can go wrong and INVEST in what can go right.
- Role
- Agency Owner at State Farm
- Location
- Youngstown, OH, US
- LinkedIn followers
- 500 followers
About Jason Tarr
For 25 years, I had the privilege of senior leadership roles in the Investing, Wealth, and Business Banking segments for Fortune 500 firms such as Citizens Bank, Capital One, KeyBank, and Santander. Despite my success in the corporate world, my true passion lies in working directly with individuals, families, and small business owners to help them plan, protect, and invest in their future. This passion has driven my decision to leave the corporate arena and focus on providing tailored financial education and support to clients.I chose to align with State Farm as their model is that each Agent is an independent contractor and thus a small business owner and is in control of their agency from all aspects: hiring, sales process, and client experience. My approach is holistic, combining my extensive experience with a genuine commitment to understanding and addressing the unique financial needs and goals of each client as we help you PLAN, PROTECT, & INVEST. My team and I are dedicated to empowering you with the tools, insights, and strategies necessary to navigate your financial journey. Whether it\'s protecting your assets, planning for retirement, managing investments, or achieving financial independence, We will be here to guide and support you and your family every step of the way.If you are a resident of the Buckeye State or Pennsylvania and want a different experience when it comes to protecting and investing please give my team a call:(330)
Experience
Agency Owner
Oct 2024 — Present · Poland, OH, US
We help you protect against what can go wrong so that you can invest in what can go right.
Education
The American College of Financial Services
Chartered Financial Consultant ChFC
Keller Graduate School of Management of DeVry University
MBA Program, Business Administration and Management, General
The University of Akron
Bachelor of Science - BS, Accounting and Finance
Cannon Financial Institute
Applied Behavioral Finance
The Ohio State University
Financial Planning, Financial Planning and Services
Skills
- Project Planning
- Sales Operations
- Private Banking
- Training
- Sales Pipeline Management
- Commercial Banking
- Executive Coaching
- Small Business Lending
- Retail Banking
- Training Delivery
- Sales
- Banking
- Risk Management
- Team Motivator
- Executive Development
- Client Retention
- Business Strategy
- Sales Support
- Wealth Management
- Business Banking
- Sales Management
- Salesforce Training
- Leadership
- Management Consulting
- Small Business
- Training & Development
- Sales Process
- Public Speaking
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