Jason Wolfe is currently a Director at Morgan Stanley, bringing 15 years of experience in the financial services industry. They have previously worked with notable organizations like UBS Securities LLC, J.P. Morgan Chase & Co., and Bear Stearns Securities Corp., developing extensive client service expertise. Jason's career began as an Insurance Benefits Coordinator at Frenkel Benefits, LLC and includes roles such as Collections Auditor, Analyst, and Transaction Processing Specialist. They hold a Bachelor of Science in Finance from the Alfred Lerner College of Business & Economics at the University of Delaware.
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