Jason McMahon

Jason McMahon

Branch Manager

Followers of Jason McMahon1000 followers
location of Jason McMahonMinneapolis, Minnesota, United States

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  • Timeline

  • About me

    Small Business owner

  • Education

    • Buffalo State College

      2005 - 2008
      Bachelor of Business Administration (BBA) Business Administration and Management, General
    • Buffalo State University

      -
      Bachelor's degree Business Administration and Management, General
  • Experience

    • Vector Marketing

      May 2008 - Oct 2009
      Branch Manager
    • Sherwin Williams

      Oct 2009 - Jun 2012
      Commercial and Residential Paints. Sales Representative
    • Citizens Bank

      Jun 2012 - Mar 2013
      Banker
    • Citi

      Mar 2013 - Mar 2014
      Finance - Product Control Analyst
    • 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

    • HSBC Retail Banking and Wealth Management

      Sept 2016 - May 2017
      Middle office specialist

      Wealth Management Desk trade execution and customer service.

  • Licenses & Certifications

    • Nationwide Mortgage Licensing System & Registry

      Jan 2015
    • Life and Accident/Health Insurance Agent

      New York State Department of Financial Services
      Aug 2014
    • Licensed Broker, Financial Advisor

      Financial Industry Regulatory Authority
      Apr 2014