George Laventis, CFP®, has a diverse work experience in the financial industry. Starting in 2012, they worked as a Transitions/Report Intern at Invesco for a few months. In 2014, they joined Jackson and served as an Internal Wholesaler until 2018. From 2018 to 2021, George worked as the National Sales Director at Jackson, and currently holds the position of Director of Sales Enablement.
George Laventis, CFP® completed their Bachelor of Science (B.S.) degree in Financial Economics and Mathematics at Centre College from 2010 to 2014. George also briefly attended UCL in 2013, focusing on Economics. Prior to that, they attended St. Xavier High School from 2006 to 2010. In addition to their education, George has obtained various certifications, including the Certified Financial Planner (CFP) from the CFP Board in 2020, and several FINRA certifications such as Series 24, Series 7, Series 63, and Series 6 obtained between 2014 and 2017.
February 1, 2024 - present
September, 2021
May, 2018
August, 2014
Consultant, Sage Intacct at DSD Business Systems
Marketing Technology Consultant at AnalyticaHouse
Sr. Principal Consultant/principal Engineer - Data Center Power And Cooling Services At Lenovo at Lenovo
Consultant, Acumatica at DSD Business Systems
Senior Project Manager & Consultant at Synergetics - A Worldwide Resource For Business Problem Solving
Access the worlds's biggest network of public org charts
Learn more