Jason Reeves, Ma, Cepf

Jason Reeves, Ma, Cepf Email and Phone Number

Managing Director and Head of Wealth Management @ Consortium Private Wealth, LLC.
New Orleans, LA, US
Jason Reeves, Ma, Cepf's Location
Greater New Orleans Region, United States
Jason Reeves, Ma, Cepf's Contact Details

Jason Reeves, Ma, Cepf work email

Jason Reeves, Ma, Cepf personal email

About Jason Reeves, Ma, Cepf

At Segue Wealth Management, we consult with our clients on personal financial education, retirement plan education, and wealth building strategies to help them maximize the opportunities they are presented with to make a lasting impact on both them and their family's future.

Jason Reeves, Ma, Cepf's Current Company Details
Consortium Private Wealth, LLC.

Consortium Private Wealth, Llc.

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Managing Director and Head of Wealth Management
New Orleans, LA, US
Jason Reeves, Ma, Cepf Work Experience Details
  • Consortium Private Wealth, Llc.
    Managing Director And Head Of Wealth Management
    Consortium Private Wealth, Llc.
    New Orleans, La, Us
    View
  • Segue Wealth Management
    Founder & Ceo
    Segue Wealth Management Dec 2018 - Present
    United States
    www.seguewealthmanagement.com
  • Valic
    Financial Advisor
    Valic Apr 2015 - Dec 2018
    Greater New Orleans Area
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2014 - Mar 2015
    New Orleans, Louisiana
    View
  • Acceptancenow
    District Manager
    Acceptancenow Aug 2012 - Sep 2013
    View
  • Acceptancenow
    Sales Manager
    Acceptancenow Dec 2009 - Jul 2012
    View
  • Rent-A-Center
    Account Manager/Assistant Manager
    Rent-A-Center Jun 2006 - Jul 2009
    Richmond, Kentucky/Birmingham, Alabama
    View

Jason Reeves, Ma, Cepf Skills

Returns Team Building Insurance Sales Fee Portfolio And Retirement Plan Reviews Finance Serving Individual Retirement Accounts Great Leadership And Communication Skills Business Administration Database Applications Saving Texas Management Simulations Insurance Planning Allocations Leadership Powerpoint Public Speaking Estate And Trust Services Retirement Planning Seminars Financial Calculators Offering Strategy Strategies Microsoft Office Education Savings Sophisticated Microsoft Excel Financial Goals Nonprofits Risk Management Asset Management Training Community Outreach Exchange Traded Funds Customer Service Research Estate Law Experienced Recruiter Analysis Financial Markets Equity Investments Estate Planning Social Media Fixed Income Sports Yahoo Value Added Annuities Communication Modeling Time Management Critical Thinking Balancing Multi Unit Management Experience Short Term Designations Websites Chartered Financial Analyst Business Retirement Plans Group 1 Investments Borrowing Solutions Fixed Income Investments Software Referrals Concerts Financial Services Spending Financial Guidance Relationship Building Microsoft Word Terminology Announcing Risk Problem Solving Experienced In Managing Others Series 7 Securities

Jason Reeves, Ma, Cepf Education Details

Frequently Asked Questions about Jason Reeves, Ma, Cepf

What company does Jason Reeves, Ma, Cepf work for?

Jason Reeves, Ma, Cepf works for Consortium Private Wealth, Llc.

What is Jason Reeves, Ma, Cepf's role at the current company?

Jason Reeves, Ma, Cepf's current role is Managing Director and Head of Wealth Management.

What is Jason Reeves, Ma, Cepf's email address?

Jason Reeves, Ma, Cepf's email address is ja****@****nes.com

What schools did Jason Reeves, Ma, Cepf attend?

Jason Reeves, Ma, Cepf attended Berea College, Concordia University Irvine.

What are some of Jason Reeves, Ma, Cepf's interests?

Jason Reeves, Ma, Cepf has interest in Social Services, Children, Civil Rights And Social Action, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Member Of Hosanna Church In Marrero.

What skills is Jason Reeves, Ma, Cepf known for?

Jason Reeves, Ma, Cepf has skills like Returns, Team Building, Insurance, Sales, Fee, Portfolio And Retirement Plan Reviews, Finance, Serving, Individual Retirement Accounts, Great Leadership And Communication Skills, Business Administration, Database Applications.

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