Jason R. Bennett
Nessuna posizione attualmente
Profilo
Mr. Jason R.
Bennett is Client Relationship Manager at Abundance Wealth Counselors LLC.
Mr. Bennett joined Abundance in 2007.
He spent several years working in sales and operations management with a development firm that focused on the acquisition, development, and operation of hotels.
He was part of several teams that were responsible for completing construction on hotels as well as hiring and training the staff and developing sales efforts in the local market.
Mr. Bennett entered the financial and insurance industry in 2002 with a globally recognized financial advising firm.
He held series 7 and series 66 securities licenses and focused on goal-based financial planning and insurance protection.
He worked primarily with healthcare professionals and small business owners.
After that, Mr. Bennett worked with a property and casualty insurer investigating auto claims.
Mr. Bennett received BS in Management from The Pennsylvania State University
and Completed an International Business Studies program at Maastricht University in the Netherlands.
Precedenti posizioni note di Jason R. Bennett
Società | Posizione | Fine |
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Abundance Wealth Counselors LLC
Abundance Wealth Counselors LLC Investment ManagersFinance Abundance Wealth Counselors LLC (Abundance) is an independent registered investment advisor headquartered in State College, Pennsylvania. The firm was founded by Richard DeFluri in 2001. Abundance primarily advises and manages the investments of individuals and families with significant investible assets. They act as the investment manager for a pooled investment vehicle. | Vendite & Marketing | - |
Formazione di Jason R. Bennett
The Pennsylvania State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Abundance Wealth Counselors LLC
Abundance Wealth Counselors LLC Investment ManagersFinance Abundance Wealth Counselors LLC (Abundance) is an independent registered investment advisor headquartered in State College, Pennsylvania. The firm was founded by Richard DeFluri in 2001. Abundance primarily advises and manages the investments of individuals and families with significant investible assets. They act as the investment manager for a pooled investment vehicle. | Finance |
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