
Jason Tapia
Experienced Financial Advisory professional, I have over 10 years of experience managing multi-disciplinary functions including Pension and Retirement... | Greater Orlando, Greater Orlando, United States
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Jason Tapia’s Emails ja****@am****.com
Jason Tapia’s Phone Numbers No phone number available.
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Jason Tapia’s Location Greater Orlando, Greater Orlando, United States
Jason Tapia’s Expertise Experienced Financial Advisory professional, I have over 10 years of experience managing multi-disciplinary functions including Pension and Retirement Planning and Financial Advisory. I am a focused problem solver, constantly trying to streamline processes and generate efficiency. I like to keep myself abreast of latest industry and market trends. Specialties: Investments, Finance, Financial Advisory, Business Development, Consulting, Business Analysis, Reasoning Skills, Analytical Skills, Communication Skills, Critical Thinking, Interpersonal Skills, Quantitative Aptitude, Analytical Aptitude, Communication Oriented, Quantitative Aptitude, Detail Orientation, Interpersonal Skills, Coordinating Activities
Jason Tapia’s Current Industry Santander
Jason
Tapia’s Prior Industry
Fisher Investments
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John Hancock Investment Management
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Capital
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Ameriprise Financial Services
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Adp
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Santander
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Work Experience

Santander
Financial Advisor
Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Adp
Retirement Services District Manager
Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Ameriprise Financial Services
Financial Advisor
Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Capital
Regional Business Consultant
Mon May 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
John Hancock Investment Management
Business Consultant
Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Fisher Investments
Investment Counselor
Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)