Jason Jacobs
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Executive Summary
Jason Jacobs is a Financial Services and Sales Professional with 16.7 years of experience in banking, financial analysis, and risk management. He is licensed in MFDA and IIROC and has a strong track record of achieving outstanding sales growth. Jason is known for his personal and corporate ethics, as well as his commitment to corporate social responsibility. He is an energetic employee with exceptional time management, analytical, public speaking, and presentation skills. Jason is a highly organized team-builder with excellent leadership experience and excellent communication and problem-solving skills.
Contact Information
Current Workspace
Bmo Bank of Montreal
an investment consultant with a passion for educating clients on their investments and financial goals while building relationships built on trust and empathy
an investment consultant with a passion for educating clients on their investments and financial goals while building relationships built on trust and empathy
Professional Background
Personal Interests
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