Jason McMahon

Experience

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  Vector Marketing

  May 2008 - Oct 2009

  Branch Manager
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  Sherwin Williams

  Oct 2009 - Jun 2012

  Commercial and Residential Paints. Sales Representative
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  Citizens Bank

  Jun 2012 - Mar 2013

  Banker
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  Citi

  Mar 2013 - Mar 2014

  Finance - Product Control Analyst
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  Morgan Stanley

  Mar 2014 - Jul 2016

  Financial Advisor

  Managing wealth involves far more than managing aninvestment portfolio. It begins with developing a holistic,comprehensive understanding of who you are and the financialforces at work in your life. It means helping you understandand respond effectively to these forces. And, of course,it means helping you invest your assets in a way that reflectsthe realities of your life and the uniqueness of your longterm goals.As a Financial Advisor, I am committed to building a relationshipof trust in which I can work closely with you to helpyou define your objectives, explore alternatives and choosethe financial and investment strategies that are most appropriatefor you. As our relationship evolves, I hope you willcome to regard me as a valued resource and a professionalwho can help you make a more informed decision on anyfinancial issue.My most important goal: to help you achieve your objectives,providing guidance that helps your wealth do more foryou. Show less

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  HSBC Retail Banking and Wealth Management

  Sept 2016 - May 2017

  Middle office specialist

  Wealth Management Desk trade execution and customer service.