Jason Gutierrez, Cis, Cwm Email & Phone Number
Who is Jason Gutierrez, Cis, Cwm? Overview
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Jason Gutierrez, Cis, Cwm is listed as Assistant Language Teacher at Borderlink, Inc., a company with 433 employees, based in Nagoya, Aichi, Japan. AeroLeads shows a matched LinkedIn profile for Jason Gutierrez, Cis, Cwm.
Jason Gutierrez, Cis, Cwm previously worked as Independent Financial Advisor at Rampver Financials and Portfolio Management and Training Consultant at Rampver Financials. Jason Gutierrez, Cis, Cwm holds B.S. International Business And Entrepreneurial Management from San Beda College.
Email format at Borderlink, Inc.
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About Jason Gutierrez, Cis, Cwm
An investment and insurance portfolio manager with more than 11 years of experience in the financial services industry and a consistent awardee for mutual fund and insurance sales.Sales, client and distribution management has been his core experience and have handled multiple partnerships in order to grow the products and services of the company that he works with.
Listed skills include Investments, Retirement Planning, Strategic Financial Planning, Asset Management, and 11 others.
Jason Gutierrez, Cis, Cwm's current company
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Jason Gutierrez, Cis, Cwm work experience
A career timeline built from the work history available for this profile.
Independent Financial Advisor
Current
Portfolio Management And Training Consultant
- Content creator for the official YouTube channel of the company.
- Help with the design of training programs, compensation package, rewards system, partnership agreements for the distribution of both insurance and investment products.
- Help with the guidelines on the recommended products depending on the market situation and needs of the client.
- Designs tools and product bundling to increase efficiency and success of sales personnel and distributors.
- Handles sales and… Show more
- Handles sales and distribution of insurance and investment to both retail and institutional clients. Show less
Portfolio Manager
- Content creator for the official YouTube channel of the company.
- Designed training programs, compensation package, rewards system, partnership agreements forthe distribution of both insurance and investment products.
- Provided guidelines to all sales distribution channels on the recommended products depending onthe market situation and needs of the client.
- Designed tools and product bundling to increase efficiency and success of sales personnel anddistributors.
- … Show more Content creator for the official YouTube channel of the company.
- Handled partnerships with principal providers to increase the products and services of thecompany.
Manager, Strategic Business Lines Unit
- Established the insurance unit of the company through the designing of operations and sales management flow.
- Designed training programs, compensation package, rewards system, partnership agreements for the distribution of insurance products.
- Designed tools and products bundling to increase efficiency and success of sales personnel and distributors.
- Handled partnerships with principal providers to increase the products and services of the company.
- Conducted wealth… Show more
- Conducted wealth management and personal finance seminars to both retail and institutional clients.
Senior Business Development Officer
- Developed one of the pillars of distribution, the Independent Financial Advisors (IFA) Unit.
- Acted as team leader for the new Business Development Officers under the IFA unit.
- Designed training programs, rewards and recruitment system to boost sales of the existing andnew distribution channels.
- Conducted wealth management and personal finance to both retail and institutional clients.
- Handled sales and distribution of mutual fund investments to both retail and… Show more
- Handled sales and distribution of mutual fund investments to both retail and institutional clients. Show less
Senior Business Development Officer
- Handled sales and distribution of mutual fund investments to both retail and institutional clients.
- Conducted mutual fund seminars to both retail and institutional clients and sales distributionchannels.
- Managed and developed existing and new distribution channels.
Assistant Language Teacher
CurrentPhotographer
CurrentEvents, Portrait and Pre-Nuptial Photography
Colleagues at Borderlink, Inc.
Other employees you can reach at borderlink.co.jp. View company contacts for 433 employees →
Harold Winfield
Colleague at Borderlink, Inc.Greater Tokyo Area, Japan
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AK
Alya Kabeya
Colleague at Borderlink, Inc.Osaka, Osaka, Japan, Japan
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JR
Jacob Rippens
Colleague at Borderlink, Inc.Greater Kobe Area, Japan
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AM
Abegail Mesiona
Colleague at Borderlink, Inc.Tokyo, Japan, Japan
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JR
Juna Ramada
Colleague at Borderlink, Inc.Gifu, Gifu, Japan, Japan
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DS
David S. Vance
Colleague at Borderlink, Inc.Hyogo, Japan, Japan
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IJ
Ivy Jewel Macaspac
Colleague at Borderlink, Inc.Japan, Japan
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AA
Alec Auner
Colleague at Borderlink, Inc.North Ridgeville, Ohio, United States, United States
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AM
Aboyowa M.
Colleague at Borderlink, Inc.Tokyo, Tokyo, Japan, Japan
View →
JF
Joseph Falso
Colleague at Borderlink, Inc.Tokyo, Tokyo, Japan, Japan
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Jason Gutierrez, Cis, Cwm education
Frequently asked questions about Jason Gutierrez, Cis, Cwm
Quick answers generated from the profile data available on this page.
What company does Jason Gutierrez, Cis, Cwm work for?
Jason Gutierrez, Cis, Cwm works for Borderlink, Inc..
What is Jason Gutierrez, Cis, Cwm's role at Borderlink, Inc.?
Jason Gutierrez, Cis, Cwm is listed as Assistant Language Teacher at Borderlink, Inc..
Where is Jason Gutierrez, Cis, Cwm based?
Jason Gutierrez, Cis, Cwm is based in Nagoya, Aichi, Japan while working with Borderlink, Inc..
What companies has Jason Gutierrez, Cis, Cwm worked for?
Jason Gutierrez, Cis, Cwm has worked for Borderlink, Inc., Rampver Financials, and Jason Gutierrez Photography.
Who are Jason Gutierrez, Cis, Cwm's colleagues at Borderlink, Inc.?
Jason Gutierrez, Cis, Cwm's colleagues at Borderlink, Inc. include Harold Winfield, Alya Kabeya, Jacob Rippens, Abegail Mesiona, and Juna Ramada.
How can I contact Jason Gutierrez, Cis, Cwm?
You can use AeroLeads to view verified contact signals for Jason Gutierrez, Cis, Cwm at Borderlink, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jason Gutierrez, Cis, Cwm attend?
Jason Gutierrez, Cis, Cwm holds B.S. International Business And Entrepreneurial Management from San Beda College.
What skills is Jason Gutierrez, Cis, Cwm known for?
Jason Gutierrez, Cis, Cwm is listed with skills including Investments, Retirement Planning, Strategic Financial Planning, Asset Management, Mutual Funds, Business Development, Financial Services, and Financial Advisory.
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