For over four years Jason Velie has been working in different jobs. Recently, Jason worked as a Trust Officer in Argent Financial Group, Inc. widening experience. This expert graduated from University of North Carolina Wilmington in 2015 where this expert received all the necessary knowledge. This expert has all required knowledge and skills for his job, proven by the following certifications in Series 7 Securities License and Series 66 Securities License. This expert knows English. You can find this person in Rocky Point, North Carolina, where he lives nowadays. SoftwareOfficial has all the info you need to connect Jason Velie, such as this professional's phone number or email address. Send the request to get additional info.
Name variants:
Jayson Velie,
Jay Velie
Last updated May 24, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ja**@edwardjones.com
Location
Rocky Point, NC
Company
Workplace
Trust Officer
Ruston, LA
Industry
Financial Services, Investment Advisory Service, Investment Advice
Colleagues
Work History
Trust Officer
500 east Reynolds Dr, Ruston, LA 71270
About Argent Trust Company Argent Trust Company is a division of Argent Financial Group, a leading independent fiduciary wealth management firm. Responsible for over $19 billion in client as...
from Mar 2019
Financial Advisor Career Development
12555 Manchester Rd St, Louis, MO
After earning my Series 7, Series 66, and state insurance licenses, I began Edward Jones' rigorous 6 month Career Development training program. Throughout this training, I have obtained vast...
Jan 2016 — Aug 2016
Department Manager
1000 Lowes Blvd, Mooresville, NC 28117
Facilitated over $6 million/year in sales between the departments for which I was responsible.
Transformed an under-performing department into a department exceeding comp by 17.9%.
Increa...
Feb 2014 — Jan 2016
Education
2013 — 2015
2011 — 2013
Occupations
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
Operations Associate
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Customer Service
Management
Sales
Time Management
Store Management
Team Building
Leadership
Microsoft Office
Retail Sales
Inventory Management
Strategic Planning
Customer Satisfaction
Public Speaking
Retail
Microsoft Excel
Budgeting
Investments
Retirement Planning
College Education Planning
Stocks
Bonds
Mutual Funds
Rollovers