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Jason Schlesinger

Jason Schlesinger

Managing Director/Private Wealth Management | Baird

San Francisco, California, United States

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Jason Schlesinger

Summary

Jason Schlesinger is a seasoned finance professional currently serving as the Managing Director of Private Wealth Management at Robert W. Baird & Co. in San Francisco. With over a decade of experience in the financial services sector, he has a rich background that includes significant roles at Wells Fargo and Wachovia. His expertise lies in managing high-net-worth client portfolios and providing strategic investment advice. Jason is known for his strong leadership skills and his ability to foster long-term client relationships. He has a solid educational foundation, having attended both The Rivers School and Boston University. His career trajectory reflects a commitment to excellence in wealth management and a passion for helping clients achieve their financial goals. Outside of work, he likely engages in activities that support his professional growth and community involvement.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Jason Schlesinger

Work Experience

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Managing Director/Private Wealth Management at

Baird

March 2011 - Present

company logo

SVP/Financial Advisor at

Wells Fargo Investments

October 2009 - April 2011

💼

Financial Advisor at

Wells Fargo Pcswqq

January 2008 - March 2011

company logo

SVP/Financial Advisor at

Wells Fargo & Company

April 2008 - October 2009

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Jason Schlesinger

Education

The Rivers School

January 1985 - January 1988

Runkle

Frequently Asked Questions about Jason Schlesinger

What is Jason Schlesinger email address?

Jason Schlesinger's primary email address is ************@bairdcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Schlesinger work for?

Jason Schlesinger is a Managing Director/Private Wealth Management at Baird, a company specializing in Monetary Authorities-Central Bank.

Where Jason Schlesinger graduated from?

Jason Schlesinger holds a degree in from The Rivers School.

How can I directly contact Jason Schlesinger?

To contact Jason Schlesinger directly, you can use the email address ************@bairdcapital.com. Complete contact information is available upon registration with Muraena.

Who is Jason Schlesinger?

Jason Schlesinger is a seasoned finance professional currently serving as the Managing Director of Private Wealth Management at Robert W. Baird & Co. in San Francisco. With over a decade of experience in the financial services sector, he has a rich background that includes significant roles at Wells Fargo and Wachovia. His expertise lies in managing high-net-worth client portfolios and providing strategic investment advice. Jason is known for his strong leadership skills and his ability to foster long-term client relationships. He has a solid educational foundation, having attended both The Rivers School and Boston University. His career trajectory reflects a commitment to excellence in wealth management and a passion for helping clients achieve their financial goals. Outside of work, he likely engages in activities that support his professional growth and community involvement.

Jason`s contact details

mail

************@bairdcapital.com

************@rwbaird.com

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