Jason Diamond Email & Phone Number

When it comes to due diligence, many advisors find themselves at a point where they’re drowning in details and emotions—wondering which way to turn.But my natural ability to “connect the dots” is a powerful skill that helps advisors get beyond the minutia and towards gaining clarity on what matters most: The client.And it’s a skillset honed during my time at both Merrill Lynch and Morgan Stanley prior to joining Diamond Consultants—and allows me to gain the trust of the industry’s most sophisticated advisors.As an Analyst at Merrill Lynch, I worked in the Capital Markets Group, originating and syndicating structured investments, and educating the sales team on their products. More recently at Morgan Stanley, as Vice President on the Structured Investments and Solutions Desk within the Investment Solutions Group, I led the Pacific Coast sales team to become the top distributor of notes on the Street. I also worked with offshore and ultra-high net worth clients on their complex financial needs, specifically in the area of equity derivatives.In these roles, I gained experience on both sides of the desk—providing a real-world perspective of both clients and advisors, as well as the firms they work for. And it’s this unique vantage point that benefits advisors with a combination of knowledge and empathy that few can claim.Born and raised in New Jersey, I currently reside in New York with my fiancée, Danielle, where I enjoy dining out and rooting for the Yankees and Giants—that is, when I’m not on the links playing a round of golf. I graduated from Emory University in Atlanta, Georgia with a Bachelor of Business degree in finance.At Diamond Consultants, our mission is to help advisors live their best business life. We guide elite advisors in search of the right place for their business and their clients. But we’re far more than just recruiters. We meet advisors where they are and create a personal roadmap of options they might never have considered otherwise. Our business is built on relationships, not transactions. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. And even if you’re not actively exploring, we’re still more than happy to answer any questions and share insights.

Listed skills include Mathematics, Finance, Microsoft Office, Microsoft Excel, and 8 others.