Jason is a graduate from the University of California, Davis with a B.S. in Managerial Economics and B.A. in Psychology.
He brings his vast knowledge of pro-bono consulting, technology, operational and investment banking expertise to the Ultegra Financial Partners team. Jason now provides his expertise in the corporate finance department where he helps structure, analyze and execute deals to close.
He previously served as an Investment Banking Associate at firms like US Capital Partners and Stanwich Capital Advisors where his duties ranged from operations, marketing and legal compliance all the way to deal strategy, corporate finance and credit analysis.
Jason holds a Series 99 license from FINRA.