Financial Analyst
Current
Sep 2024 - Present
AeroLeads people directory · profile
Jason Paredes Email & Phone Number
Financial Professional with 2 years’ experience in Financial Services and Analyst Software’s seeking for fulfilling Analyst position to leverage Detail Oriented mindset with growth opportunity.
at
SouthState Bank
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Professional with 2 years’ experience in Financial Services and Analyst Software’s seeking for fulfilling Analyst position to leverage Detail Oriented mindset with growth opportunity.
Location
Dacula, Georgia, United States
Company size
Who is Jason Paredes? Overview
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Quick answer
Jason Paredes is listed as Financial Professional with 2 years’ experience in Financial Services and Analyst Software’s seeking for fulfilling Analyst position to leverage Detail Oriented mindset with growth opportunity. at SouthState Bank, a company with 2174 employees, based in Dacula, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jason Paredes.
Jason Paredes previously worked as Financial Analyst at Southstate Bank and Paraplanner at Hilton Tax & Wealth Advisors. Jason Paredes holds Bachelor Of Business Administration - Bba, Finance, General, Gpa: 3.65 from Georgia Gwinnett College.
Company email context
Email format at SouthState Bank
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SouthState Bank
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Profile bio
About Jason Paredes
I am a highly dedicated, resourceful individual with years of professional experience in Customer Service and Personal Finance. My extensive work history and educational background gives me the ability to be a valuable asset to any of my clients. My strong initiative and exceptional organizational skills, combined with my ability to grasp new concepts quickly allow me to excel in fast-paced demanding environments as well as keep an organized experience and professional environment for my clients; therefore producing results for my clients while building solid working relationships through honesty and integrity. I enjoy taking on new challenges where I can expand on my current skillset. My passion is making an impact to people's lives by being an aid to their Financial security and building a close relationship with everyone I am blessed to do business with. I have been able to perform at the top level at Hilton Tax & Wealth Advisors and able to connect and refer other individuals to services they need and aiding my community by helping small business get referrals to ideal clients. If there is any interest in any Financial Planning whether that is Wealth accumulation, Tax strategies, Investment Planning, Debt Management or all of those factors together to make one holistic plan, Feel free to connect with me and message me!
Current workplace
Jason Paredes's current company
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Southstate Bank
7 roles
Jason Paredes work experience
A career timeline built from the work history available for this profile.
Paraplanner
Guide clients in strategic investment decisions, allocating over $1.5 million across diverse asset classes like private equities, market equities, guaranteed interest notes, and fixed index annuities. Expert in assessing clients' risk tolerance and aligning investments accordingly developing a further experienced analytical mind. Facilitated company growth.
Oct 2022 - Mar 2024
Financial Representative
My area of focus is to help Business Owners, Healthcare Professionals, & Young Families get off the very busy treadmill of life for a couple of hours a year to help them make conscious, active decisions around what matters to them most. We assist with key person and executive planning, unique tax efficient ways to save, family and income protection.
May 2022 - Oct 2022
College Financial Representative
Sep 2021 - May 2022
Finance Accounting Intern
Developed international skills in accommodating different work cultures and working in a team with foreign cultural backgrounds and ethnicities to collaborate to reach a common goal or project. Made progress in the ability to solve advanced problems and troubleshoot complex issues using software like Excel spreadsheets with multiple functions and critical.
Jun 2021 - Aug 2021
Data Entry Specialist / Contractor
Epicpro Llc
Organize myself using a variety of tools and applications such as Google Calendar, OneNote, Evernote, and reminders.Produced a 10% boost in annual client retention and facilitated the company's contract with three new agencies. Actively participates in meetings, taking detailed notes and entering relevant information into the database to enhance clients'.
Dec 2019 - Aug 2021
Finance Intern
Epicpro Llc
- Apply knowledge of finance to real-world financial modeling, analysis, and reporting within an experienced finance team.
- provide you with valuable learning opportunities as you share your ideas and creativity with the team.
- Learn how to self-manage myself and work independently on projects
- Learn new ways to market myself or business with new technology or in-person
- Acquired skills and techniques for how to organize myself
Aug 2019 - Nov 2019
Team & coworkers
Colleagues at SouthState Bank
Other employees you can reach at southstatebank.com. View company contacts for 2174 employees →
JR
Jeff Revell
Colleague at Southstate Bank
Orangeburg, South Carolina, United States, United States
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BL
Bonnie Lloyd
Colleague at Southstate Bank
Jacksonville, Florida, United States, United States
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JH
Jessica Holley
Colleague at Southstate Bank
Charleston, South Carolina Metropolitan Area, United States
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B(
Beth (Upton) Wells
Colleague at Southstate Bank
Athens, Georgia, United States, United States
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SK
Susan Kinney
Colleague at Southstate Bank
Bradenton, Florida, United States, United States
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DD
Dipalermo, Dianne
Colleague at Southstate Bank
Boca Raton, Florida, United States, United States
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ST
Summer Torres
Colleague at Southstate Bank
Tampa, Florida, United States, United States
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AL
Art Leary
Colleague at Southstate Bank
Palatka, Florida, United States, United States
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JN
Jennifer Noel, Ctp
Colleague at Southstate Bank
Tampa, Florida, United States, United States
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SS
Shelby Summer
Colleague at Southstate Bank
Charleston, South Carolina, United States, United States
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Jeff Revell
Colleague at Southstate Bank
Orangeburg, South Carolina, United States, United States
View →
BL
Bonnie Lloyd
Colleague at Southstate Bank
Jacksonville, Florida, United States, United States
View →
JH
Jessica Holley
Colleague at Southstate Bank
Charleston, South Carolina Metropolitan Area, United States
View →
B(
Beth (Upton) Wells
Colleague at Southstate Bank
Athens, Georgia, United States, United States
View →
SK
Susan Kinney
Colleague at Southstate Bank
Bradenton, Florida, United States, United States
View →
DD
Dipalermo, Dianne
Colleague at Southstate Bank
Boca Raton, Florida, United States, United States
View →
ST
Summer Torres
Colleague at Southstate Bank
Tampa, Florida, United States, United States
View →
AL
Art Leary
Colleague at Southstate Bank
Palatka, Florida, United States, United States
View →
JN
Jennifer Noel, Ctp
Colleague at Southstate Bank
Tampa, Florida, United States, United States
View →
SS
Shelby Summer
Colleague at Southstate Bank
Charleston, South Carolina, United States, United States
View →
2 education records
Jason Paredes education
Bachelor Of Business Administration - Bba, Finance, General, Gpa: 3.65
Education record
Dacula High School
FAQ
Frequently asked questions about Jason Paredes
Quick answers generated from the profile data available on this page.
What company does Jason Paredes work for?
Jason Paredes works for SouthState Bank.
What is Jason Paredes's role at SouthState Bank?
Jason Paredes is listed as Financial Professional with 2 years’ experience in Financial Services and Analyst Software’s seeking for fulfilling Analyst position to leverage Detail Oriented mindset with growth opportunity. at SouthState Bank.
Where is Jason Paredes based?
Jason Paredes is based in Dacula, Georgia, United States while working with SouthState Bank.
What companies has Jason Paredes worked for?
Jason Paredes has worked for Southstate Bank, Hilton Tax & Wealth Advisors, Northwestern Mutual, Accountable Solutions Ireland, and Epicpro Llc.
Who are Jason Paredes's colleagues at SouthState Bank?
Jason Paredes's colleagues at SouthState Bank include Jeff Revell, Bonnie Lloyd, Jessica Holley, Beth (Upton) Wells, and Susan Kinney.
How can I contact Jason Paredes?
You can use AeroLeads to view verified contact signals for Jason Paredes at SouthState Bank, including work email, phone, and LinkedIn data when available.
What schools did Jason Paredes attend?
Jason Paredes holds Bachelor Of Business Administration - Bba, Finance, General, Gpa: 3.65 from Georgia Gwinnett College.
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