Jason Ocoma

Jason Ocoma Email and Phone Number

Vice President @ Karr Barth Associates
Philadelphia, PA, US
Jason Ocoma's Location
Greater Philadelphia, United States
Jason Ocoma's Contact Details

Jason Ocoma work email

Jason Ocoma personal email

Jason Ocoma phone numbers

About Jason Ocoma

I am a Financial Consultant with Karr Barth/Equitable Advisors. While I work with all types of individuals & families, I have a particular passion for focusing on the needs of the LGBTQ community, our unique relationship dynamics, and how that affects our financial plans. I see my friends and family in my clients and I enjoy learning about their lives, who they love, and what is important to them. Only then, can we work together on a plan for them reach their financial goals. Oh, and by the way, I like to be positive and make my process enjoyable, productive, and informative! I love working with individuals and business owners to help them retire with dignity, protect their families, and prepare for their financial future with confidence.

Jason Ocoma's Current Company Details
Karr Barth Associates

Karr Barth Associates

View
Vice President
Philadelphia, PA, US
Employees:
62
Jason Ocoma Work Experience Details
  • Karr Barth Associates
    Vice President
    Karr Barth Associates
    Philadelphia, Pa, Us
  • Equitable Advisors
    Vice President
    Equitable Advisors Jan 2020 - Present
    Philadelphia, Pa
    AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jul 2019 - Jan 2020
    Philadelphia, Pa
    AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
  • Genesys
    Program Director
    Genesys Jan 2016 - Feb 2019
    Responsible for various change management initiatives including project methodology improvements, Net Promotor Score, and standardization.
  • Soundbite Communications
    Director Of Professional Services
    Soundbite Communications Mar 2012 - Jan 2016
    Arlington, Va
    Led a project management team responsible for professional services implementations, customer relationships, employee development, and services revenue growth.
  • 2Ergo Americas Inc
    Director Of Operations
    2Ergo Americas Inc Oct 2010 - Mar 2012
    Arlington, Va
    Operations leader responsible for customer project delivery, work scoping/estimation, quality, and office management.
  • Ge
    Branch Operations Manager
    Ge Sep 2008 - Sep 2010
    Greater Philadelphia Area
    Led an operations team of mechanics, driver and assistant manager in all facets of branch operations (Customer Service, EHS, Productivity, Deal Fulfillment, Variable Cost control, Billing, Collections, and Compliance)
  • Ge
    Operations Project Manager
    Ge May 2005 - Jun 2009
    Wayne, Pa
    Project Leader for projects including operations application development, purchasing and inventory application development, and inspection process improvement.
  • Ge
    Six Sigma Black Belt
    Ge Oct 2002 - May 2005
    Greater Philadelphia Area
    Led Sourcing projects including the development of an inventory management system. Responsible for mentoring employees toward Six Sigma Greenbelt certification.
  • Ge
    Operations Management Leadership Program
    Ge Jun 2000 - Sep 2002
    Various
    Production Leader – Philadelphia, PAProduction Control Leader – Philadelphia, PAManufacturing Engineer – Ft. Wayne, INProduction Leader – Ft. Wayne, IN

Jason Ocoma Skills

Management Leadership Business Process Improvement Project Management Strategy Professional Services Program Management Cross Functional Team Leadership Team Building Operations Management Software As A Service Team Leadership Telecommunications Change Management Project Planning Strategic Planning

Jason Ocoma Education Details

Frequently Asked Questions about Jason Ocoma

What company does Jason Ocoma work for?

Jason Ocoma works for Karr Barth Associates

What is Jason Ocoma's role at the current company?

Jason Ocoma's current role is Vice President.

What is Jason Ocoma's email address?

Jason Ocoma's email address is ja****@****ail.com

What is Jason Ocoma's direct phone number?

Jason Ocoma's direct phone number is +161032*****

What schools did Jason Ocoma attend?

Jason Ocoma attended Penn State University, Villanova University.

What skills is Jason Ocoma known for?

Jason Ocoma has skills like Management, Leadership, Business Process Improvement, Project Management, Strategy, Professional Services, Program Management, Cross Functional Team Leadership, Team Building, Operations Management, Software As A Service, Team Leadership.

Who are Jason Ocoma's colleagues?

Jason Ocoma's colleagues are Michael Stasko, Joseph Connor Warwick, Madelynn Solow, David M., Ariel Meredith, Neal Campagna, Pell White Iii.

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