Jason R Hassman from 1516 Franklin St, Cedar Falls, IA 50613, age 37

Resumes

Lead Advisor

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Location:

2311 Wickingham Dr northeast, Marietta, GA 30066

Industry:

Financial Services

Work:

Sernett Wealth Management
Lead Advisor
Itm Twentyfirst Jan 2016 - Jul 2016
Director of Trust Management
Generations Financial Group Apr 2011 - May 2016
Financial Planner
Itm Twentyfirst Apr 2014 - Jan 2016
Client Relationship Manager
Itm Twentyfirst Oct 2012 - Apr 2014
Team Leader

Education:

Central College 2006 - 2010
Central College Abroad

Skills:

Hold Series 7
Insurance
Series 63
Retirement Planning
Investments
Wealth Management
Microsoft Excel
Powerpoint
Risk Management
Leadership
Customer Service
Event Planning
Banking
Series 6
Irrevocable Life Insurance Trusts
Personal Trust Administration
Term Life Insurance
Financial Planning
Portfolio Management
Life and Health Insurance Licenses
Long Term Care Insurance
Universal Life
Whole Life
Variable Life
Microsoft Word
Outlook Express
Employee Training
Conducting Interviews
Access Database
Interviews
Interviewing

Certifications:

Financial Industry Regulatory Authority (Finra)
Iowa Insurance Division
Series 7
Series 63
Life, Accident and Health Insurance
Long Term Care Insurance