Jason Stein
About Jason Stein
Jason Stein is a licensed personal banker with 18 years of experience at Chase in New York, New York. He previously worked for seven years at TD as an investment advisor and account officer.
Work at Chase
Jason Stein has been employed at Chase since 2006, serving as a Licensed Personal Banker. Over his 18 years in this role, he has developed expertise in personal banking services, assisting clients with their financial needs in New York, New York. His long tenure at Chase reflects his commitment to providing quality service and financial advice to customers.
Previous Experience at TD
Before joining Chase, Jason Stein worked at TD from 1998 to 2005. During his seven years there, he held positions as an Investment Advisor, Private Client Services representative, and Account Officer. This experience equipped him with a strong foundation in investment strategies and client relationship management.
Professional Background
Jason Stein has a robust professional background in the banking and financial services industry. His career spans over two decades, with significant roles in both personal banking and investment advisory services. This extensive experience has contributed to his understanding of various financial products and customer service practices.
Expertise in Personal Banking
As a Licensed Personal Banker, Jason Stein specializes in providing tailored banking solutions to individuals. His role involves assessing clients' financial situations, recommending appropriate banking products, and guiding them through the banking process. His expertise helps clients achieve their financial goals.