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Jason D Lina

age ~49

from Alpharetta, GA

Also known as:
  • Jason David Lina
Phone and address:
550 Morning Mist Ct, Alpharetta, GA 30022
678 362-7091

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

Jason Lina Photo 1

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 Photo 2

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 Photo 3

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

Youtube

FRIDAY THE 13TH PART 7 "Jason Vs. Tina Clip" ...

FRIDAY THE 13TH PART 7 "Jason Vs. Tina Clip" (1988) PLOT: Jason Voorhe...

  • Duration:
    6m 59s

Jason Mraz ~ Bella Luna

Painter: Catrin Welz-Stein Jason Mraz ~ Bella Luna Lyrics: Jason Mraz ...

  • Duration:
    5m

The Midnight performing "Jason," featuring Li...

The Midnight performing "Jason" featuring Lina Hasson of Violet Days o...

  • Duration:
    5m 31s

LIVE Q&A | POWERFUL - must watch!

Join me as I stream a powerful Q&A live from "Divine Alignment" - our ...

  • Duration:
    2h 5m 44s

MARYLINA (LYRICS) JASON IN TOWN

PLEASE DON'T FORGET TO LIKE AND SUBSCRIBE.

  • Duration:
    4m 31s

We went to Tahoe During a Snowstorm & So Many...

Thank you guys so much for watching, I hope you all enjoyed! This is h...

  • Duration:
    32m 22s

Facebook

Jason Lina Photo 4

Jason Lina

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Jason Lina Photo 5

Jason Lina

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