Jason Mirabella Email and Phone Number
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• Over 24 years of experience in the financial services industry, specializing in strategic operations, platform management, and wealth management.• Extensive M&A experience, participating in or being a stakeholder in the mergers and acquisitions of WealthSource Partners, Model FA, SurePath Wealth Management, Brewer Consulting, and Henfruit LLC.• Over 3 years as a C-suite executive at WealthSource Partners, overseeing strategic operations and platform management for a firm with over $2B in AUM at the time of acquisition.• Partner and Chief Platform Officer roles at SurePath Wealth Management and Model FA, focusing on platform development, business growth, and advisor support.• Founder of Henfruit, LLC, a virtual financial planning and behavioral coaching firm acquired after three years of operation.• Director of Research & Analytics at Partners Wealth Management, leading strategic planning initiatives and managing key vendor relationships.• Demonstrated industry expertise in financial planning, risk management, tax planning, estate planning, and creating a strong organizational culture to attract and retain top talent.
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Deliver Advice | Platform Architect And FcooIntention.LyCarmel, In, Us
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FounderDeliver Advice Jun 2024 - PresentCarmel, Indiana, United StatesDeliver Advice offers a comprehensive Turnkey Strategic Operations Platform (TSOP) designed to transform financial services firms into high-growth organizations that are exceptional places to work. Our approach leverages fractional teams and a proprietary organizational design methodology to seamlessly connect strategy and execution, achieving operational excellence and sustainable growth. -
Co-Founder | Business ManagerAfterglow Market Oct 2019 - PresentCarmel, Indiana, United StatesNew & preloved sustainable fashion for women and men. -
Chief Operating OfficerWealthsource Partners, Llc (Acquired) Jan 2022 - Jun 2024
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Chief Platform OfficerWealthsource Partners, Llc (Acquired) Apr 2021 - Jan 2022Carmel, Indiana, United StatesWealth Management | Investment Risk Mitigation | Retirement Planning•Comprehensive Values Based Financial Planning•Fee Only Advisory Services•Advising families and business owners on matters of financial health.•Complete advisory team of subject matter experts that consult on Financial Planning, Money Management, Tax Planning, Estate Planning, Risk Management.
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Partner | Business Process ConsultantModel Fa Jul 2019 - Mar 2021Austin, Texas AreaThe Model FA supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives. Model FA is a community built by advisors, for advisors. Together, we work to remove financial anxiety from the world. -
Partner | Chief Platform Officer (Acquired)Surepath Wealth Management Jan 2018 - Mar 2021Austin, Texas AreaSurePath Wealth is a financial planning and wealth management firm that provides human-centered financial and investment guidance to families across the country. We believe in humility, hard work, honesty and gratitude.
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Partner | Head Of Practice Management (Acquired)Brewer Consulting Aug 2017 - Mar 2021Austin, Texas AreaBrewer Consulting is a marketing and practice management consulting firm for fiduciary financial advisors. -
Financial Planner / Founder (Acquired)Henfruit, Llc Dec 2014 - Dec 2017Noblesville, IndianaHenfruit is a virtual financial planning and behavioral coaching firm focused on helping successful entrepreneurs achieve "True Wealth."
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Director, Research & AnalyticsPartners Wealth Management Aug 2010 - Dec 2014Naperville, Il- Managed PWMs integrated investment management and reporting solution. - Provided client-level marketing and sales support for wealth managers.- Led and managed strategic planning initiatives, including business planning, competitive positioning, financial forecasting, and strategic operational improvements.- Managed relationships with key vendors and strategic partners, including National Financial Partners, Dimensional Fund Advisors, insurance carriers, and alternative investment providers. -
Financial Planner / FounderPearl Wealth Llc Apr 2008 - Aug 2010Portland, OregonAn independent wealth management firm. We acted as advocates for families, business owners, and goal-oriented individuals who required financial planning + investment management expertise.
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AnalystM Financial Group Feb 2005 - Apr 2008Portland, OregonM Financial Group is a nationwide organization of independent insurance, investment, and executive benefit firms serving the financial needs of ultra-affluent individuals and Fortune 1000 companies. -
Financial AdvisorPrincipal Financial Group Sep 2003 - Feb 2005Portland, OregonThe Principal Financial Group is a global financial company offering businesses, individuals and institutional clients a wide range of financial products and services. -
AnalystThe Todd Organization Jul 2000 - Sep 2003Portland, OregonThe Todd Organization specializes in the design, financing, and administration of non-qualified retirement plans and other executive benefits.
Jason Mirabella Skills
Jason Mirabella Education Details
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Sunset High SchoolHs Diploma
Frequently Asked Questions about Jason Mirabella
What company does Jason Mirabella work for?
Jason Mirabella works for Intention.ly
What is Jason Mirabella's role at the current company?
Jason Mirabella's current role is Deliver Advice | Platform Architect and fCOO.
What is Jason Mirabella's email address?
Jason Mirabella's email address is ja****@****uit.com
What is Jason Mirabella's direct phone number?
Jason Mirabella's direct phone number is +197120*****
What schools did Jason Mirabella attend?
Jason Mirabella attended Portland State University - School Of Business, Sunset High School.
What skills is Jason Mirabella known for?
Jason Mirabella has skills like Business Planning, Strategic Planning, Business Process Management, Marketing Strategy, Management Consulting, Investment Management.
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Jason Mirabella
Personal Injury/Worker’S Compensation And General Civil Litigation.Fayetteville, Ga2cs.com, gmail.com8 +140479XXXXX
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