Jason D Lina

age ~49

from Alpharetta, GA

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Also known as:

Jason David Lina

Phone and address:: 550 Morning Mist Ct, Alpharetta, GA 30022
678 362-7091

Connected to:

Jason Lina Phones & Addresses

550 Morning Mist Ct, Alpharetta, GA 30022 • 678 362-7091
Greensboro, NC
207 Colonial Dr N, Atlanta, GA 30319
Dunwoody, GA
Somerville, MA
203 Ridgeview Rd, Southern Pines, NC 28387 • 910 692-8164

Work

Company:

Golden bell financial planning
Jan 2020
Position:

Founder, lead advisor

Education

Degree:

Master of Business Administration, Masters
School / High School:

Dartmouth College
2001 to 2003
Specialities:

Business Administration, Management, Business Administration and Management

Skills

Financial Planning • Wealth Management • Retirement Planning • Investment Advisory • Portfolio Management • Asset Management • Asset Allocation • Investments • Estate Planning • Chartered Financial Analyst • Certified Financial Planner • Alternative Investments • Hedge Funds • Equities • Fixed Income • Excel • Compliance • Financial Planners • Financial Advisory • Strategic Financial Planning • Client Education • Mutual Funds • Investment Management

Languages

English

Ranks

Certificate:

Chartered Financial Analyst

Interests

Kids • Electronics • Home Improvement • Reading • Sports • Collecting • Home Decoration

Industries

Financial Services

Name / Title

Company / Classification

Phones & Addresses

Jason Lina

Resource Planning Group Ltd
Management Consulting Services · Financial Advisor

10 Glenlake Pkwy NE, Atlanta, GA 30328
10 Glenlake Pkwy Ne, South Tower SUITE 150, Sandy Springs, GA 30328
770 671-9500

Resumes

Founder, Lead Advisor

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Location:

550 Morning Mist Ct, Alpharetta, GA 30022

Industry:

Financial Services

Work:

Golden Bell Financial Planning
Founder, Lead Advisor
Resource Planning Group
Lead Advisor
Dca Global Investment Management May 2004 - Nov 2011
Director of Research and Senior Client Relationship Manager
Jefferson Pilot Financial Jun 2003 - May 2004
Fixed Income Credit Analyst
Invesco Us Jun 2002 - Aug 2002
Aim Funds Equity Research Analyst - Internship

Education:

Dartmouth College 2001 - 2003
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Davidson College 1994 - 1998
Bachelors, Bachelor of Arts, History Dartmouth College 1978 - 1983
Master of Business Administration, Masters

Skills:

Financial Planning
Wealth Management
Retirement Planning
Investment Advisory
Portfolio Management
Asset Management
Asset Allocation
Investments
Estate Planning
Chartered Financial Analyst
Certified Financial Planner
Alternative Investments
Hedge Funds
Equities
Fixed Income
Excel
Compliance
Financial Planners
Financial Advisory
Strategic Financial Planning
Client Education
Mutual Funds
Investment Management

Interests:

Kids
Electronics
Home Improvement
Reading
Sports
Collecting
Home Decoration

Languages:

English

Certifications:

Chartered Financial Analyst
162977

Classmates

Jason Lina

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Schools:

Nashwauk-Keewatin High School Nashwauk MN 1989-1993

Community:

Tammy Modich, Dena Draskovich, Coleen Durant, Francine Williams, Dawn Delzoppo, Todd Rice, Amy Patras, Dawn Specht, Brandon Nash, Christopher Olsen, William Roberts

Googleplus

Jason Lina

Work:

Resource Planning Group - Lead Advisor (2011)
DCA Global Wealth Management - Senior Client Relationship Manager (2004-2011)
Jefferson Pilot Financial - Credit Analyst (2003-2004)
Trusco Capital Management - Portfolio Analyst (1998-2001)

Education:

Davidson College - History, Tuck School of Business - MBA