Sales Support Specialist
As the Sales Support Specialist, Jason focuses on supporting the sales team to sell investments, wealth services, and relationship management services at the wholesale and retail level. Some of his duties include maintaining critical databases and coordinating sales meetings, presentations, and seminars while working closely with the operations and sales teams for onboarding client documents.
Prior to his time at RFA, Jason held an internship as a Manager’s Assistant with one of the nation’s market-leading dental retailers, where he helped increase market share within the sales process. He also held leadership and management roles in the hospitality industry at a world-renowned Five Diamond establishment.
Jason is a San Diego State University alumni who earned his bachelor’s degree in business administration management. During his educational endeavors, he was given recognition of academic excellence by placement on the President’s List as well as the Dean’s List. He has earned the FINRA series 65 license as well as the CFA Institute Investment Foundations® certificate.
Jason enjoys playing golf, watching baseball, managing fantasy football, coaching his daughter with soccer, boating, camping, fishing, and spending as much quality time as he can with his beautiful wife and three children.
Why I Do What I Do:
I do what I do in order to build relationships, educate others about opportunities, and enthusiastically help and influence people in a positive way to build their wealth and achieve financial freedom.