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Jason Ray is a Investing @ Zenith Wealth Partners at Zenith Wealth Partners. He possess expertise in public speaking, microsoft office, research, powerpoint, social media and 13 more skills.
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President & Chief Investment OfficerZenith Wealth Partners Sep 2019 - PresentPhiladelphia, Pa, UsMy role as President and Chief Investment Officer of Zenith Wealth Partners has evolved from founding the firm in 2019, partnering with Chelsea Ransom-Cooper in 2020, and launching our wealth management platform in 2022. We believe that expert financial advice can address societal disparities and create more wealth for people of color, women, and the institutions they love. -
Investment ProfessionalCarnegie Wealth Management Mar 2018 - Jun 2019Berwyn, Pennsylvania, UsCarnegie Wealth Management is an independent investment advisory firm. In my role, I provided investment advice and financial plans to Carnegie's ~125 high net worth client families. I led an effort to improve investment markets analysis & reporting, private placement structuring, investment manager research & selection, as well as portfolio modeling & construction. -
Sales ConsultantFs Investments Feb 2016 - Mar 2018Philadelphia, Pa, UsFS Investments is a leading manager of alternative investments. In my role, I educated financial advisors on the benefits of incorporating alternative investments into their investor portfolios. I was able to learn best practices, ethical standards, and how to deliver high quality financial advice by working with nearly 750 financial advisors during my tenure. -
Sales AssociateFs Investments Jun 2015 - Feb 2016Philadelphia, Pa, Us
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Leadership Preparation Program AnalystLincoln Financial Distributors Jul 2014 - Jun 2015Radnor, Pa, UsThe Leadership Preparation Program is a development program designed to prepare high-performing college graduates for strategic roles. In my role, I built, implemented, and managed a social media sales & marketing program for Lincoln's salesforce to enhance sales productivity. I also led an effort to better understand and engage consumers with a high likelihood to directly buy insurance products.
Jason Ray Skills
Jason Ray Education Details
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Princeton UniversityAmerican Government And Politics -
University Of PennsylvaniaDiverseforce On Boards: Board Leadership And Governance Program
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Detroit Country Day SchoolHigh School Diploma
Frequently Asked Questions about Jason Ray
What company does Jason Ray work for?
Jason Ray works for Zenith Wealth Partners
What is Jason Ray's role at the current company?
Jason Ray's current role is Investing @ Zenith Wealth Partners.
What is Jason Ray's email address?
Jason Ray's email address is ja****@****are.com
What is Jason Ray's direct phone number?
Jason Ray's direct phone number is +124856*****
What schools did Jason Ray attend?
Jason Ray attended Princeton University, University Of Pennsylvania, Detroit Country Day School.
What are some of Jason Ray's interests?
Jason Ray has interest in Civil Rights And Social Action, Education, Politics, Poverty Alleviation.
What skills is Jason Ray known for?
Jason Ray has skills like Public Speaking, Microsoft Office, Research, Powerpoint, Social Media, Teamwork, Event Planning, Marketing, Facebook, Microsoft Excel, Entrepreneurship, Data Analysis.
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