Jason Wolgemuth
Saint Petersburg
Summary
Results-driven financial professional with expertise in data analysis and client relationship management. Proficient in developing tailored financial plans and conducting comprehensive portfolio reviews. Focused on enhancing client satisfaction and meeting financial goals through strategic insights.
Overview
16
16
years of professional experience
Work History
Financial Advisor
Raymond James & Assoc
Saint Petersburg
04.2021 - Current
- Advised clients on investment strategies and financial planning options to enhance financial security.
- Developed comprehensive financial plans tailored to individual client needs.
- Conducted regular portfolio reviews to align investments with evolving client goals.
Sr Registered Associate
Raymond James & Assoc
Saint Petersburg
09.2017 - 04.2021
- Assisted in preparing investment proposals and financial reports for clients.
- Utilized advanced Excel functions to enhance model efficiency and accuracy.
- Assisted in building models and did the trading to keep accounts in balance.
Client Reporting Associate
Raymond James & Assoc
Saint Petersburg
09.2014 - 09.2017
- Assisted in preparing comprehensive financial reports for client meetings and presentations.
- Managed multiple tasks simultaneously while maintaining attention to detail.
- Specialized in performance on the back end, manually correcting issues within our reporting system.
CSA II
Raymond James & Assoc
Saint Petersburg
09.2010 - 09.2014
- Resolved customer complaints, enhancing client satisfaction through effective communication and problem-solving.
- Managed data entry for client records, ensuring accuracy and compliance with internal software systems.
- Trained new associates on company policies, facilitating smoother onboarding and integration into the team.
Education
MBA -
University of South Florida
Saint Petersburg, FL12-2019
Bachelor of Science - Finance
University of South Florida
Saint Petersburg, FL12-2016
Skills
- Investment strategies
- Portfolio management and Excel modeling
- Financial reporting and analysis
- Client relationship management
Timeline
Financial Advisor
Raymond James & Assoc
04.2021 - Current
Sr Registered Associate
Raymond James & Assoc
09.2017 - 04.2021
Client Reporting Associate
Raymond James & Assoc
09.2014 - 09.2017
CSA II
Raymond James & Assoc
09.2010 - 09.2014
MBA -
University of South Florida
Bachelor of Science - Finance
University of South Florida