Jason M. Tutin
Wealth Management Assistant with LPL Financial
- Role
- Wealth Management Assistant at LPL Financial
- Location
- New Haven, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jason M. Tutin
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
Experience
Wealth Management Assistant
Feb 2025 — Present
Education
University of Florida
Bachelor of Science - BS
University of Florida
Bachelor of Science Advertising
1996 — 2000
University of South Florida
Bachelor of Science - BS
Sacred Heart University
Masters of Business Administration
2008 — 2012
Skills
- Investment Management
- Financial Reporting
- Management
- Team Building
- Var Analysis
- Finance
- Naviplan
- Series 7
- Strategic Planning
- Customer Service
- Accounting
- Financial Services
- Ms Excel Pivot Tables
- Derivatives
- Financial Analysis
- Fundamental Stock Valuation
- Excel Models
- Business Development
- Wealth Management
- Microsoft Office
- Social Networking
- Social Media Marketing
- New Business Development
- Insurance
- Public Speaking
- SEO
- Strategic Financial Planning
- Valuation
- Mutual Funds
- Risk Management
- Microsoft Excel
- Investments
- Social Media
- Strategy
- Sap
- Strategic and Tactical Portfolio Management
- Event Planning
- Marketing Strategy
- Portfolio Management
- Financial Modeling
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