Strategic Analyst@ Wells Fargo
Richmond, Virginia, United States
Jason Martin, CFA
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University of Richmond
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Tell me more about Jason Martin, CFA?
FlashIntel GPTJason Martin, CFA is a highly experienced professional with over 20 years of work experience in the financial services industry. He has a strong background in equities, investments, and private equity. Jason has worked at Wells Fargo in various roles, including Senior Analyst and Senior Business Analyst. He also has experience at Capital One and has worked as a Senior Analyst. Jason is skilled in portfolio management, financial modeling, and strategic planning. He is based in the United States.
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Emails and Phone Numbers
Work Experience
Senior Analyst
Strategic Analyst
Senior Business Analyst
Financial Services
Jason Martin, CFA's Professional Milestones
- Senior Business Analyst (2004-04-01~2008-12-01): Assisted inanalyzing market trends and providing accurate insights to drive strategic decision-making.
- Strategic Analyst (2009-01-01~): Building a robust data analysis framework to improve decision-making capabilities and optimize business performance.
Education
Finance
2000-2003Skill
Equities
Investments
Financial Services
Private Equity
Alternative Investments
Fixed Income
Portfolio Management
Financial Modeling
Series 7
Bloomberg
Equity Research
Strategic Planning
Investment Strategies
Capital Markets
Hedge Funds
Analysis
Analytics
Asset Allocation
Certification
Colleagues
Shruta M.
senior technical business analyst product owner at t-mobile
Eric Schuett, MBA
Motivated Leader | Actained Learning And Development Professional | Certified Instructional Designer | Facilitator | Performance Improvement | Program Owner | Financial Services Expert
Mark Gino Gamara, POPM
Product Owner | Data Privacy | Certified Safe® 6 Product Manager
Angel Ochoa
Product Owner
Kishore Christen
Vice President | Product Leader | Product Owner | Certified Behavioral Analyst | Certified Management Consultant | Certified Invasive Stress Reduction | CMC | | CMC
Other Named Jason Martin, CFA
Frequently asked questions
We found 3 Jason Martin, CFA's email addresses
We found 1 Jason Martin, CFA's phone numbers
Jason Martin, CFA's social media include: Linkedin,
Jason Martin, CFA works for Wells Fargo
Jason Martin, CFA's role in Wells Fargo is Strategic Analyst
Jason Martin, CFA works in the industry of Financial Services
Jason Martin, CFA's colleagues are Shruta M.,Eric Schuett, MBA,Mark Gino Gamara, POPM
Jason Martin, CFA's latest job experience is Strategic Analyst at Wells Fargo
Jason Martin, CFA's latest education in University of Richmond
