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Jason Wheat

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Jason Wheat

Vice President | Diversified Trust

Tennessee, Memphis, United States

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Jason Wheat

Summary

Jason Wheat is a seasoned financial executive with over 17 years of experience in the financial services industry, currently serving as Senior Vice President at Diversified Trust. He specializes in a wide array of areas including settlement, administration, and investment management, showcasing a robust background in financial advisory and estate settlement services. Jason holds a Master of Science in Accounting from Rhodes College and has a strong foundation in both corporate finance and fiduciary responsibilities. His leadership role at Diversified Trust highlights his commitment to aligning client interests with tailored financial solutions. Previously, he was Vice President at FHN Financial, further enriching his expertise in financial management. Jason's diverse skill set positions him as a valuable asset in managing complex financial dynamics and client relationships. He is passionate about philanthropy and maximizing wealth transfer strategies for his clients, making him a trusted advisor in the financial community.

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Long-Term Tenure

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Leadership Development

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Jason Wheat

Work Experience

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Senior Vice President at

Diversified Trust

February 2016 - Present

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Jason Wheat

Education

University of Mississippi

January 1997 - January 2001

Rhodes College, Master of Science - MS, Accounting

January 2005 - January 2006

Memphis University School

January 1992 - January 1997

Frequently Asked Questions about Jason Wheat

What is Jason Wheat email address?

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

What company does Jason Wheat work for?

Jason Wheat is a Vice President at Diversified Trust.

Where Jason Wheat graduated from?

Jason Wheat holds a degree in null from University of Mississippi.

How can I directly contact Jason Wheat?

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

Who is Jason Wheat?

Jason Wheat is a seasoned financial executive with over 17 years of experience in the financial services industry, currently serving as Senior Vice President at Diversified Trust. He specializes in a wide array of areas including settlement, administration, and investment management, showcasing a robust background in financial advisory and estate settlement services. Jason holds a Master of Science in Accounting from Rhodes College and has a strong foundation in both corporate finance and fiduciary responsibilities. His leadership role at Diversified Trust highlights his commitment to aligning client interests with tailored financial solutions. Previously, he was Vice President at FHN Financial, further enriching his expertise in financial management. Jason's diverse skill set positions him as a valuable asset in managing complex financial dynamics and client relationships. He is passionate about philanthropy and maximizing wealth transfer strategies for his clients, making him a trusted advisor in the financial community.

Jason`s contact details

mail

******@diversifiedtrust.com

Colleagues

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Julie Byars

Vice President

Carter Davenport

Mortgage Consultant

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Tammy Underwood

Legal Assistant to VP & General Counsel

Stephanie Orton

Vice President

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Meg Thomas Crosby

Vice President, Undergraduate Recruiting and Training

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Tucker Carr

Investigative Clerk

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Lindsey Gill

Accounting Assistant

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Jason Lioon

Financial Analyst

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Adam Dretler

Manual Laborer (High School & College)

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