Jason Woods
Senior Account Executive at KEV Group- Claim this Profile
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Topline Score
Bio
Aaron Dollinger
Jason was an absolute pleasure to have on the team. He is a very talented seller, great teammate, and even better person. I would recommend him for any sales role with any company. You’d be lucky to have him.
LinkedIn User
Jason is a fantastic salesperson. He is charismatic, energetic, and knows exactly how to ask the right questions to form a mutual understanding of need. He builds strong relationships with his prospects and clients. His team and his clients know they can always count on him. Jason was a joy to work with and manage, and I would recommend him to any organization without question.
Aaron Dollinger
Jason was an absolute pleasure to have on the team. He is a very talented seller, great teammate, and even better person. I would recommend him for any sales role with any company. You’d be lucky to have him.
LinkedIn User
Jason is a fantastic salesperson. He is charismatic, energetic, and knows exactly how to ask the right questions to form a mutual understanding of need. He builds strong relationships with his prospects and clients. His team and his clients know they can always count on him. Jason was a joy to work with and manage, and I would recommend him to any organization without question.
Aaron Dollinger
Jason was an absolute pleasure to have on the team. He is a very talented seller, great teammate, and even better person. I would recommend him for any sales role with any company. You’d be lucky to have him.
LinkedIn User
Jason is a fantastic salesperson. He is charismatic, energetic, and knows exactly how to ask the right questions to form a mutual understanding of need. He builds strong relationships with his prospects and clients. His team and his clients know they can always count on him. Jason was a joy to work with and manage, and I would recommend him to any organization without question.
Aaron Dollinger
Jason was an absolute pleasure to have on the team. He is a very talented seller, great teammate, and even better person. I would recommend him for any sales role with any company. You’d be lucky to have him.
LinkedIn User
Jason is a fantastic salesperson. He is charismatic, energetic, and knows exactly how to ask the right questions to form a mutual understanding of need. He builds strong relationships with his prospects and clients. His team and his clients know they can always count on him. Jason was a joy to work with and manage, and I would recommend him to any organization without question.
Credentials
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Health Insurance registration held with Thurston Springer
-Oct, 2011- Nov, 2024 -
Life Insurance registration held with Thurston Springer
-Oct, 2011- Nov, 2024 -
Series 66 registration held with Thurston Springer
-Oct, 2011- Nov, 2024 -
Series 7 registration held with Thurston Springer
-Oct, 2011- Nov, 2024
Experience
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KEV Group
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Canada
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Software Development
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100 - 200 Employee
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Senior Account Executive
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Nov 2021 - Present
Helping facilitate all school activity funds for private and public K-12 school districts across North America. School-level accounting + online payments = one unified solution. Helping facilitate all school activity funds for private and public K-12 school districts across North America. School-level accounting + online payments = one unified solution.
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Tash Advertising
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United States
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Advertising Services
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1 - 100 Employee
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Sales Director
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May 2020 - Dec 2021
Bringing to market a comprehensive solution to help assist the business development needs of large scale real estate brokers. Bringing to market a comprehensive solution to help assist the business development needs of large scale real estate brokers.
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Co-Founder, Vice President
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Dec 2016 - Dec 2021
The creation of a firm in the wealth management industry that utilizes the economies of scale generated from medium to large size corporate retirement plans to give rise to a growing personal wealth management/estate planning platform managing over 100M AUM. The creation of a firm in the wealth management industry that utilizes the economies of scale generated from medium to large size corporate retirement plans to give rise to a growing personal wealth management/estate planning platform managing over 100M AUM.
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Hibu
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Advertising Services
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700 & Above Employee
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Senior Account Executive
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Jan 2019 - Jun 2020
Outside sales specialist focusing on the medical and law sectors. Outside sales specialist focusing on the medical and law sectors.
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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LPL Financial Advisor
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Oct 2011 - Dec 2016
I make up one half of the "Woods Team" where I specialize in technical analysis and estate planning. Maintaining and cultivating relationships is a primary focus of mine as our book of business has grown over 25% since partnering in 2011. As a team, our goal is to offer a superior level of service to clients by way of due diligence, constant attention, and complete transparency. I make up one half of the "Woods Team" where I specialize in technical analysis and estate planning. Maintaining and cultivating relationships is a primary focus of mine as our book of business has grown over 25% since partnering in 2011. As a team, our goal is to offer a superior level of service to clients by way of due diligence, constant attention, and complete transparency.
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Education
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2004 - 2008
University of Louisville
Finance and Economics -
University of Louisville
Bachelor's degree, Finance & Economics
Community
