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Jason David Zulkosky

from Colorado Springs, CO
Age ~47

Jason Zulkosky Phones & Addresses

  • 6047 Adamants Dr, Colorado Spgs, CO 80924 (719) 661-0710
  • 4521 Range Creek Dr, Colorado Springs, CO 80922
  • 4065 Lacy Ln, Colorado Springs, CO 80916 (719) 622-1875
  • Wakefield, NE
  • Wayne, NE
  • Lincoln, NE

Work

Company: T. rowe price Jul 2013 Position: Vice president, relationship management executive- national accounts

Education

Degree: Master of Business Administration, Masters School / High School: University of Colorado Colorado Springs 2002 to 2004 Specialities: Finance

Skills

Mutual Funds • 401K • Series 7 • Series 63 • Investment Strategies • Asset Allocation • Financial Analysis • Uniform Combined State Law • Investments • Valuation • Customer Service • Retirement Planning • Finra • Series 6 • Microsoft Excel • Retirement • Marketing • Financial Services • Defined Contribution • Qualified Retirement Plans • Erisa • Iras • Finance • Equities • Fixed Income • Investment Management • Financial Advisory • Retirement Plan Consulting • Investment Advisory • Risk Management • Strategic Financial Planning • Portfolio Management • Pensions • Relationship Management • Wealth Management • Defined Benefit • Fixed Annuities • Asset Management • Securities • Banking • 401K Rollovers • Bonds • Alternative Investments • Cross Selling • Series 65 • Roth Ira • Insurance • 403 B • Team Management

Industries

Financial Services

Resumes

Resumes

Jason Zulkosky Photo 1

Vice President, Relationship Management Executive- National Accounts

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Location:
Colorado Springs, CO
Industry:
Financial Services
Work:
T. Rowe Price
Vice President, Relationship Management Executive- National Accounts

T. Rowe Price
Vice President, Senior Relationship Manager
Education:
University of Colorado Colorado Springs 2002 - 2004
Master of Business Administration, Masters, Finance
University of Nebraska - Lincoln 1997 - 2000
Bachelors, Economics, Finance
Skills:
Mutual Funds
401K
Series 7
Series 63
Investment Strategies
Asset Allocation
Financial Analysis
Uniform Combined State Law
Investments
Valuation
Customer Service
Retirement Planning
Finra
Series 6
Microsoft Excel
Retirement
Marketing
Financial Services
Defined Contribution
Qualified Retirement Plans
Erisa
Iras
Finance
Equities
Fixed Income
Investment Management
Financial Advisory
Retirement Plan Consulting
Investment Advisory
Risk Management
Strategic Financial Planning
Portfolio Management
Pensions
Relationship Management
Wealth Management
Defined Benefit
Fixed Annuities
Asset Management
Securities
Banking
401K Rollovers
Bonds
Alternative Investments
Cross Selling
Series 65
Roth Ira
Insurance
403 B
Team Management
Jason David Zulkosky from Colorado Springs, CO, age ~47 Get Report