Jase Merrill

Jase Merrill

VP Sales

Followers of Jase Merrill367 followers
location of Jase MerrillCornwall on Hudson, New York, United States

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  • Timeline

  • About me

    Connecting people with their lifelong wealth manager

  • Education

    • Mount Saint Mary College

      1994 - 1997
      B.A. Biology 3.1

      Activities and Societies: Tri-beta Biological Honor Society Varsity Baseball Skyline Conference Champions Biology Representative to Natural Science Division Advisory Committee

  • Experience

    • Charles B Merrill Office Products

      Jun 1997 - Dec 2017
      VP Sales

      Managed six person sales team. Developed sales strategy to win new business as well as maintain and grow existing account base. Responsible for identifying and implementing new product categories and opportunities. Responsible for sales training woth regards to new product categorizes. Lead account manager for legacy accounts (10 years plus). Introduced new categories to legacy customers. Oversaw total customer experience. Helped maintain clean digital presence that allowed customers to navigate site and make purchasing streamlined. Show less

    • W.B. Mason Company Inc.

      Dec 2017 - now

      Used sales experience to analyze existing as well as new accounts to provide the best possible customer experience. Analyzed existing customers for leakage, pricing adjustments as well as for category opportunities. Helped create a go to market strategy with sales team to optimize total account saturation. Analyzed major accounts ($250k and higher) for margin enhancements through better purchasing practices as well as for category penetration. Created pricing strategies to win new business as well as maintain current customers buying levels. Show less

      • Account Analyst

        Mar 2018 - now
      • Account Executive

        Dec 2017 - Mar 2018
    • John G. Ullman & Associates, Inc.

      Dec 2021 - now
      • Regional Manager- Relationship Development

        Oct 2024 - now
      • Relationship Developer

        Dec 2021 - now
  • Licenses & Certifications

    • Series 65

      FINRA
      Dec 2023
    • Series 65

      FINRA
      Dec 2023
    • Series 65

      FINRA
      Dec 2023