Jason Valentz
Financial Advisor - Vice President - Wealth Management Portfolio Manager
- Role
- Financial Advisor, Portfolio Manager at UBS
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jason Valentz
Accessible, Knowledgeable, and Experienced. As a Financial Advisor, I am committed…
Experience
Financial Advisor, Portfolio Manager
Dec 2020 — Present · Sugar Land, TX, US
Education
Texas A&M University
Bachelors of Business Administration
Skills
- Customizable Investment Strategies
- Divorce Transition Planning
- Customized Investment Portfolios
- Client Relationship Building
- Portfolio Management and Investment Stratgies
- Family Wealth Management Strategies
- Manager Selection
- Customized Retirement Planning
- Business Management
- High Net Worth Portfolio Management
- Bow Staff and Nunchucking Skills
- Financial Markets
- Building Net Worth
- Investment Income Strategies
- Wealth and Investment Management
- Risk Management
- Business Financial Strategies
- Asset Management
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