vice president of partnerships at blok | broker@ blok
Austin, Texas, United States
Jason Hellberg
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Westmont College
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FlashIntel GPTJason Hellberg is a highly experienced professional with 26.3 years of work experience in the financial services industry. He specializes in retirement planning, alternative investments, asset allocation, mutual funds, and investment advisory. With a TX Real Estate Brokers License, Series 7, 6, 65, & 63, Jason has a strong background in portfolio management, fixed annuities, and financial advisory. He has held various positions in reputable companies such as Blok, Avison Young, TREK Investment Group, and Xerox. Jason's expertise and extensive work history make him a valuable asset in the field of financial services.
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About
TX Real Estate Brokers License, Series 7, 6, 65, & 63
Work Experience
vice president of partnerships at blok | broker
Real Estate
Jason Hellberg's Professional Milestones
- Regional Vice President (2015-07-01~2016-07-01): Expanding market presence and driving profitability through strategic sourcing and effective team leadership.
- Senior Internal Sales Consultant (2000-01-01~2002-02-01): Developed and executed strategic marketing plans, resulting in increased revenue and market share.
Education
Media Studies,
Communication,
Bachelors,
Bachelor Of Arts,
Communication And Media Studies
1992-1996Skill
Retirement Planning
Retirement
Alternative Investments
Asset Allocation
Mutual Funds
Investment Advisory
Uniform Combined State Law
Separately Managed Accounts
Finance
Financial Services
Portfolio Management
Fixed Annuities
Finra
Financial Advisory
Equities
Fixed Income
Iras
Certification
Colleagues
Other Named Jason Hellberg
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Jason Hellberg works for blok
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Jason Hellberg works in the industry of Real Estate
Jason Hellberg's colleagues are Chase Knowles,Scott Gordon,Heather Sloop
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