Since 2014, Jason Caiola has been working in Harding Loevner 1064, 1064. This person is a competent Cfa Founder President Manager Northeast Region with over eight years of work experience. According to Jason's CV and work profile, this professional has worked at more than five places with numerous backgrounds and gained various skills. Jason attended school at the Rider University from 2000 to 2004. Jason Caiola can be found in New York, New York – where the professional is currently located. You can search for this expert's phone and email. We can also provide you with detailed contact information upon request.
Name variants:
Jayson Caiola,
Jay Caiola
Last updated May 21, 2024
Contact Information
Last Update
Jun 22, 2022
Email
jc**@gmail.com, jc**@hardingloevner.com
Location
New York, NY
Company
Workplace
Cfa Founder President Manager Northeast Region
Bridgewater, NJ
Industry
Investment Management, Management Services, Investment Advisory Service, Management Investment, Open-End, Nsk, Open-End Management Investment
Colleagues
Work History
Cfa Founder President Manager Northeast Region
400 Crossing Blvd, Bridgewater, NJ 08807
from Feb 2014
Investment Director
1 Bush St SUITE 400, San Francisco, CA 94104
Represented RS Investments, a $26B investment manager with 21 actively managed strategies, to prominent Mid-West-based RIA firms.
Responsible for supporting existing clients and prospects ...
Apr 2013 — Nov 2013
Associate Wealth Management Specialist  Vice President
New York, NY
Responsible for increasing fee-based advisory platform business with Financial Advisors in the Florida Region.
Focus on development and execution of strategies to increase annuitized asset...
Jun 2009 — Mar 2013
Internal Wealth Management Specialist  Assistant Vice President
New York, NY
Responsible for working in conjunction with External Specialist to distribute Managed Solutions platforms to Financial Advisors within the Washington D.C., Carolina and Florida territories. ...
Jul 2006 — Jun 2009
Financial Advisory Center
New York, NY
Provided investment advice to clients within the FAC, focused on handling accounts 20K and over.
Handled all client account concerns at point of call, focusing heavily on the investment pr...
Jan 2005 — Jul 2006
Education
2000 — 2004
Occupations
Executive
Manager
Founder
Chairperson
Accountant
Finance and Accounting Specialist
Director
Sales Specialist
Retail Professional
Marketer
Market Analyst
Operations Manager
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Retail Salesperson
Market Research Analyst
Skills
Mutual Funds
Investments
Equities
Wealth Management
Portfolio Management
Fixed Income
Asset Allocation
Investment Strategies
Investment Management
Investment Advisory
Series 7
Uniform Combined State Law
Financial Services
Financial Advisory
Alternative Investments
Asset Management
Etfs
Financial Analysis
Investment Banking
Series 66