Jason Reese

Jason Reese has a diverse work experience spanning several companies. Jason started their career at Techna Glass Inc. in 2008 as a Sales Specialist, where they were responsible for taking inbound calls, giving quotes, scheduling appointments, and ordering parts. Jason also developed a training program and served as a mentor for new hires. In 2011, they joined Fidelity Investments, initially in a Service/Trading role before progressing to become a Premium Relationship Associate, Central Relationship Manager, and then an Investment Consultant. As a Financial Consultant for Fidelity Investments, they worked exclusively with high net worth clients, building a book of business and handling various responsibilities such as prospecting, financial planning, and mentoring junior advisors. In 2018, Jason joined NICE inContact as an Account Executive before moving to Podium, where they held various roles including Account Executive, Senior Account Executive, Account Executive Team Leader, Senior Team Lead, and currently serves as the Principal Sales Manager.

Jason Reese attended the University of Utah from 2011 to 2014, where they obtained a Bachelor of Science degree in Finance, General. Jason also holds certifications in Series 63, Series 66, and Series 7 from the Financial Industry Regulatory Authority (FINRA).