We found the following information about Jason F Wallace at 1847Financial, where Jason has worked as a Financial Strategist since 2015. Jason's total work experience is over three years, during which time this professional had at least five jobs at different places to develop professional skills. Jason studied at the Alfred Lerner College of Business & Economics at University of Delaware from 2006 to 2010. This professional received the following certifications: Certified Treasury Professional and Association of Financial Professionals. Currently, Jason is located in Charlotte, North Carolina. You can contact with Jason by looking for phone number or email address or find full information by requesting access to the professional's additional details from us.
Name variants:
Jayson Wallace,
Jay Wallace
Contact Information
Last Update
Jul 7, 2022
Email
ja**@bankofamerica.com, ja**@gmail.com
Location
Charlotte, NC
Company
Workplace
Colleagues
Work History
Financial Strategist
161 Washington St, Conshohocken, PA 19428
We help clients build more wealth by designing financial strategies that use their money more efficiently, while increasing protection from factors they do not have any control over, all wit...
from May 2015
Credit Operations Specialist
300 Continental Dr, Newark, DE 19713
As a Credit Operations Specialist, I analyzed loan applications and made appropriate credit decisions (Approve/Decline) and communicated the credit decisions to the applicants.
I received ...
2012 — 2014
Senior Credit Analyst
100 north Tryon St, Charlotte, NC 28202
I analyzed financial statements and credit data for individuals and firms to assess the degree of risk involved in extending credit to them. Each application would receive a judgmental lend...
2010 — 2011
Volunteer Skilled Supervisor
Volunteer on the weekends using my general carpentry skills to help Atlanta Habitat build simple, decent, affordable houses in partnership with qualified and deserving families in the area. ...
from Aug 2009
SVP, Product Delivery Manager
Manage Treasury Product Delivery Officers for the Southeast Region. Coaching officers and analysts on core responsibilities and executive skills needed to successfully consult with clients ...
from Mar 2009
Education
2006 — 2006
2002 — 2006
1998 — 2000
1994 — 1997
Occupations
Executive
Chief Executive Officer
Founder
Volunteer
Supervisor
Health Specialist
Supervisors
Manager
Analysts
Corporate Executive
Chief Executive
Founding Member
Non-Profit
Managers
Operations Manager
Skills
Banking
Treasury Management
Risk Management
Finance
Financial Analysis
Management
Portfolio Management
Cash Management
Financial Services
Strategy
Investments
Treasury
Sales
Strategic Planning
Payments
Commercial Banking
Negotiation
Analysis
Budgets
Crm
Due Diligence
Valuation
Leadership
Financial Risk
Working Capital Management
Treasury Services
Financial Modeling
Credit Risk
Credit
Cash Flow
Accounting
Relationship Management
Executive Management
Corporate Finance
Credit Cards
Credit Analysis
Loans
Commercial Lending
Competitive Analysis
Mergers and Acquisitions
Cost Reduction Strategies
Treasury Management Fees
Retail Banking
FAQs about Jason F Wallace
What is the main profession of Jason F Wallace?
This professional's job is Financial Strategist
What are the main profession of Jason F Wallace?
These person's professions are Executive and Chief Executive Officer
Where does Jason F Wallace live?
The professional currently lives in Charlotte, North Carolina.
Does Jason have the email address?
ja**@bankofamerica.com and ja**@gmail.com is Jason F Wallace's email address.
Where did Jason F Wallace work?
This person worked at 1847Financial, Sallie Mae.
Where has Jason F Wallace studied?
Jason studied at the Alfred Lerner College of Business & Economics at University of Delaware from 2006 to 2010.
Are there any professional certifications, that Jason F Wallace has?
Jason F Wallace received the following certifications: Certified Treasury Professional and Association of Financial Professionals.
What is the industry that Jason F Wallace worked in?
This person works in Financial Services industry.