Associate
Current
May 2023 - Present
AeroLeads people directory · profile
Jason Cao Email & Phone Number
Associate, Innovation Economy at J.P. Morgan
at
J.P. Morgan
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate, Innovation Economy at J.P. Morgan
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Jason Cao? Overview
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Quick answer
Jason Cao is listed as Associate, Innovation Economy at J.P. Morgan at J.P. Morgan, a with 59438 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Jason Cao.
Jason Cao previously worked as Associate at J.P. Morgan and Portfolio Manager at Wells Fargo. Jason Cao holds Bachelor Of Arts - Ba, Economics from Uc Irvine.
Company email context
Email format at J.P. Morgan
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{first}.{last}@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Jason Cao. Compare company email patterns before reaching out.
Profile bio
About Jason Cao
Jason Cao is a Associate, Innovation Economy at J.P. Morgan at J.P. Morgan. He possess expertise in leadership, teaching, management, microsoft office, teamwork and 8 more skills.
Listed skills include Leadership, Teaching, Management, Microsoft Office, and 9 others.
Current workplace
Jason Cao's current company
Company context helps verify the profile and gives searchers a useful next step.
J.P. Morgan
12 roles
Jason Cao work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Jul 2022 - May 2023
Senior Financial Analyst
Jul 2021 - Jul 2022
Financial Analyst
Jul 2020 - Jun 2021
Vice President Of Finance
Jan 2018 - Jun 2019
Director Of Business Relations
Jul 2017 - Jan 2018
Wealth Management Client Associate
• Identify, research, and evaluate investment opportunities in mutual funds, ETFs, stocks, and bonds for long term sustainable growth • Prepared quarterly and annual Client Portfolio Reviews to analyze the performance of each client’s portfolio• Performed portfolio and account adjustments for over 300 clients totaling at $250 Million Dollars in assets under management
Oct 2018 - May 2019
Associate Consultant
• Collaborating with a team of 5 consultants to develop a business plan for a non-profit client in a 15-week project cycle• Composing weekly deliverables for our clients to guide them in the implementation and execution of our business plans
Oct 2018 - Mar 2019
Mortgage Sales And Operations Intern
• Provide analytical support to Loan Officers by assessing credit/financial data from prospective clients for risk and ability to pay• Manage over 100+ Loans worth over $200 Million from origination to close by utilizing a cloud-based Mortgage FinancePlatform that increased operational efficiency by shortening closing times• Assess Clients’ financial goal and situation to help determine the best loan program to fit their needs • Established and analyze KPIs to improve operational efficiency, conversion rates, and total loan production of Loan Officer
Jun 2018 - Sep 2018
Marketing And Data Analytics Intern
• Analyzed and manipulated sales, website, and marketing data via Google Analytics using Microsoft Excel to create reports• Managed 10+ marketing campaigns via Bing and Facebook Ads leading to conversion increase in the span of 3 months • Established KPIs based on SMART criteria and monitored them to evaluate the performance of my marketing campaigns
Feb 2018 - Jun 2018
Business Relations Intern
• Research and coordinate meetings with local companies to solicit sponsorships for UCI Student Events • Collaborate with coworkers to execute large scale UCI Student Events, which will be attended by 10,000+ students • Publicize student events through the use of social media and on-campus resources to increase attendance
Jun 2017 - May 2018
English Second Language Tutor
• Aided international graduate students on improving their English pronunciation and conversation skills through 1 on 1 tutoring• Developed and facilitated group speaking activities for 4-8 people twice a week to help solidify conversation skills
Oct 2016 - May 2018
Team & coworkers
Colleagues at J.P. Morgan
Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →
HR
H Robert Gleckler Iv
Colleague at J.P. MorganRockville Centre, New York, United States
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MS
Mike Smith
Colleague at J.P. MorganTinley Park, Illinois, United States
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JL
Jason Lutz
Colleague at J.P. MorganNew York, United States
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JM
Jonathan Moseley
Colleague at J.P. MorganGreater Bournemouth Area, United Kingdom
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MK
Marybeth Kadus
Colleague at J.P. MorganGreater Chicago Area, United States
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MF
Marie-Christine Fuchs
Colleague at J.P. MorganGeneva, Switzerland
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AS
Avinash Sutar
Colleague at J.P. MorganMumbai, Maharashtra, India
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WA
William Acosta
Colleague at J.P. MorganChandler, Arizona, United States
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A.
Anjali .....
Colleague at J.P. MorganVaranasi, Uttar Pradesh, India
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MW
Morgan Williams
Colleague at J.P. MorganNashville Metropolitan Area, United States
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H Robert Gleckler Iv
Colleague at J.P. MorganRockville Centre, New York, United States
View →
MS
Mike Smith
Colleague at J.P. MorganTinley Park, Illinois, United States
View →
JL
Jason Lutz
Colleague at J.P. MorganNew York, United States
View →
JM
Jonathan Moseley
Colleague at J.P. MorganGreater Bournemouth Area, United Kingdom
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MK
Marybeth Kadus
Colleague at J.P. MorganGreater Chicago Area, United States
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MF
Marie-Christine Fuchs
Colleague at J.P. MorganGeneva, Switzerland
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AS
Avinash Sutar
Colleague at J.P. MorganMumbai, Maharashtra, India
View →
WA
William Acosta
Colleague at J.P. MorganChandler, Arizona, United States
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A.
Anjali .....
Colleague at J.P. MorganVaranasi, Uttar Pradesh, India
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MW
Morgan Williams
Colleague at J.P. MorganNashville Metropolitan Area, United States
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2 education records
Jason Cao education
Bachelor Of Arts - Ba, Economics
International Business And Economics
FAQ
Frequently asked questions about Jason Cao
Quick answers generated from the profile data available on this page.
What company does Jason Cao work for?
Jason Cao works for J.P. Morgan.
What is Jason Cao's role at J.P. Morgan?
Jason Cao is listed as Associate, Innovation Economy at J.P. Morgan at J.P. Morgan.
What is Jason Cao's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Jason Cao at J.P. Morgan.
Where is Jason Cao based?
Jason Cao is based in Los Angeles Metropolitan Area, United States while working with J.P. Morgan.
What companies has Jason Cao worked for?
Jason Cao has worked for J.P. Morgan, Wells Fargo, Delta Sigma Pi - Pi Sigma Chapter, Bank Of America Merrill Lynch, and Scno At Uci.
Who are Jason Cao's colleagues at J.P. Morgan?
Jason Cao's colleagues at J.P. Morgan include H Robert Gleckler Iv, Mike Smith, Jason Lutz, Jonathan Moseley, and Marybeth Kadus.
How can I contact Jason Cao?
You can use AeroLeads to view verified contact signals for Jason Cao at J.P. Morgan, including work email, phone, and LinkedIn data when available.
What schools did Jason Cao attend?
Jason Cao holds Bachelor Of Arts - Ba, Economics from Uc Irvine.
What skills is Jason Cao known for?
Jason Cao is listed with skills including Leadership, Teaching, Management, Microsoft Office, Teamwork, Individualization, Marketing, and Public Speaking.
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