Jason Nees

Portfolio Manager at Pantheon Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Lees Summit, Missouri, United States, US
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Experience

  • Pantheon Investments
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Apr 2023 - Present

    • Investor Relations
      • Oct 2022 - Present

  • CreativeOne
    • Costa Rica
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Director Of Business Development
      • Nov 2019 - Nov 2020
  • Filter Plans
    • Founder
      • Mar 2016 - Nov 2019

      A subscription service that will deliver HVAC filters to your door for less than a trip to your local retail store. A subscription service that will deliver HVAC filters to your door for less than a trip to your local retail store.

  • Pioneer Financial Services, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Investor Relations Officer & Dir. of Business Development
      • Apr 2010 - Mar 2015

      Dir. of Financial Planning & Analysis | Investor Relations Officer Dir. of Financial Planning & Analysis | Investor Relations Officer

  • UMB Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2009 - Apr 2010
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2008 - Apr 2009
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • May 2007 - Sep 2008

Education

  • Cornell University - S.C. Johnson Graduate School of Management
    2009 - 2010

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