Jason Romero
- Role
- Vice President at Innovest Portfolio Solutions
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jason Romero
Innovest is an independent investment consultant with approximately $35 billion under…
Experience
Vice President
May 2023 — Present
Jason is a Vice President at Innovest Portfolio Solutions and responsible for attracting high net worth families,(public and private) foundations and nonprofits. He has more than 25 years of experience in banking and wealth management, including managing customized portfolios, complex wealth relationships, lending, business succession and full balance sheet consultation.
Skills
- Financial Advisory
- Real Estate Economics
- Corporate Finance
- Commercial Lending
- Underwriting
- Financial Analysis
- Financial Modeling
- Commercial Banking
- Banking
- Loans
- Portfolio Management
- Investments
- Networking
- Credit Analysis
- Credit
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