Financial Advisor@ Merrill Lynch
Buffalo, New York, United States
Jason Spatz
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FlashIntel GPTJason Spatz is a highly experienced financial advisor with 19.4 years of work experience. He specializes in financial analysis, banking, equities, and Microsoft Excel. Based in the United States, Jason focuses on helping individuals, families, and small businesses achieve their financial goals as a financial advisor with Merrill Lynch, a wealth management company. Prior to joining Merrill Lynch, he worked for over ten years in finance, focusing on equity products with a major bank. Jason's expertise and extensive background make him a valuable asset in the field of financial services.
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About
I focus on helping individuals, families and small businesses achieve their financial goals as a financial advisor with Merrill Lynch, one of the most respected and successful wealth management companies in the world. Prior to joining Merrill Lynch, I worked for over ten years in finance, focusing on a wide variety of equity products with one of the world's largest banks.
Work Experience
Financial Advisor
Financial Services
Jason Spatz's Professional Milestones
- Vice President Equity Derivatives Product Control (2012-06-01~2017-02-01): Implementing an effective market leadership strategy to optimize equity derivatives business processes and maximize profitability.
- Financial Analyst (2006-05-01~2009-01-01): Conducted comprehensive financial analysis to identify trends and optimize strategic decision-making.
Skill
Financial Analysis
Banking
Equities
Microsoft Excel
Microsoft Office
Financial Services
Networking
Certification
Colleagues
John "Jack" C. Davis
Owner
Christine Thibault
Small Business Owner
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Jason Spatz
Frequently asked questions
We found 2 Jason Spatz's email addresses
We found 1 Jason Spatz's phone numbers
Jason Spatz's social media include: Linkedin,
Jason Spatz works for Merrill Lynch
Jason Spatz's role in Merrill Lynch is Financial Advisor
Jason Spatz works in the industry of Financial Services
Jason Spatz's colleagues are John "Jack" C. Davis,Christine Thibault,Hadas Cohen
Jason Spatz's latest job experience is Financial Advisor at Merrill Lynch
