JASON KLANG
Huntersville
Summary
Strategic and detail-oriented financial professional with expertise in risk management, data analysis, and process improvement. Skilled in interpreting complex financial data to drive informed decisions and ensure regulatory compliance. Strong communicator with a proven ability to enhance client satisfaction and support cross-functional collaboration.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Leasing Manager
ATLANTIC PACIFIC COMPANIES
Charlotte
05.2025 - Current
- Manage complex resident relations with professionalism and empathy, including handling lease violations, payment disputes, and eviction proceedings in compliance with company policy and state regulations.
- Maintain composure and problem-solving focus under pressure, effectively de-escalating stressful or emotionally charged resident situations while preserving community harmony.
- Collaborate closely with property management and legal teams to ensure all notices, documentation, and resident communications are accurate, timely, and properly filed.
- Uphold a resident-first standard of service, balancing assertive enforcement of lease terms with compassionate support to sustain strong resident retention and community reputation.
Project Manager & Sales Representative
RAEFORD FENCE & GATE
Fayetteville
04.2024 - 05.2025
- Lead complex construction projects with precision, efficiency, and a strong focus on client satisfaction. Specialize in managing cross-functional teams to deliver high-quality results, ensuring projects are completed on schedule and within budget.
- Supervise and coordinate fence construction projects, ensuring team members completed tasks efficiently and adhere to project specifications and timelines.
- Act as a liaison between clients and the construction team to translate client goals into actionable tasks and successful outcomes.
- Manage project finances, including budgeting, tracking expenses, and processing invoices to maintain financial oversight and profitability.
- Oversee site preparation, material handling, and assembly, ensuring team members followed safety standards and delivered quality results.
Escalations Associate
WELLS FARGO ADVISORS
Charlotte
10.2022 - 03.2024
- Acted as a primary resolver for escalated client inquiries and complex transactions, ensuring compliance and effective risk mitigation. Provided professional support to address client concerns with detailed investigations and appropriate action, enhancing overall client satisfaction.
- Researched and resolved escalated inquiries and complaints on complex financial transactions, including single loan and credit exceptions, ensuring timely and compliant resolutions.
- Conducted thorough investigations and corrective transactions, exercising sound judgment to address sensitive and time-critical issues within regulatory and company standards.
- Collaborated with management and provided insights on escalated cases to maintain compliance with internal requirements, government regulations, and investor guidelines.
- Utilized expertise in compliance standards, including the Bank Secrecy Act and Military Lending Act, to manage escalations effectively and protect the interests of both clients and the institution.
Managing Member
GOLDENHAMMER CAPITAL LLC
Charlotte
08.2021 - 09.2022
- Developed and executed trading strategies to increase client profits and optimize portfolio performance, making informed decisions through comprehensive data analysis.
- Conducted risk assessments to align investment recommendations with client goals, achieving substantial financial growth and compliance.
- Managed a portfolio of six clients, ensuring compliance with regulatory standards and maintaining the legitimacy of trading transactions.
- Successfully managed a $1.2 million trading volume with significant profitability, maintaining a strategic capital allocation.
- Grew a $157,000 trading allocation to a $78,000 profit within six months, overseeing website management and investment analysis.
High Net Worth Client Representative, Senior Associate
VANGUARD FIDUCIARY TRUST COMPANY
Charlotte
07.2019 - 07.2021
- Analyzed client financial profiles to recommend optimal investment choices, delivering tailored financial services and ensuring confidentiality. Supported strategic decision-making and company growth by participating in senior leadership discussions.
- Enhanced client financial experience by collaborating with advisors, conducting needs analysis, and providing tailored investment recommendations, supporting over $1M in managed assets.
- Conducted strategic evaluations of client portfolios, recommending improvements to optimize investment approaches and ensure alignment with industry best practices.
Account Transition Specialist
VANGUARD FIDUCIARY TRUST COMPANY
Charlotte
01.2019 - 01.2020
- Collaborated with senior management to facilitate asset transfers, provide business updates and lead team discussions, effectively addressing new challenges and optimizing workflows. Identified critical variables for analysis and applied industry best practices to improve operational efficiency.
- Facilitated high-value account transfers, managing $25M in daily assets, and provided seamless client service.
- Realized $500K in annual savings by implementing process improvements, enhancing operational efficiency.
Education
B.S. - Accounting, Business Administration
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
Charlotte, NC01.2019
Series 7, 63, 65 -
FINANCIAL INDUSTRY NATIONAL REGULATORY AGENCY
01.2019
MBA - Finance
WAKE FOREST UNIVERSITY GRADUATE SCHOOL OF BUSINESS
Charlotte, NCSkills
- Financial Analysis & Modeling
- Forecasting & Variance Analysis
- Data Interpretation & Analytics
- Strategic Financial Planning
- Business Process Optimization
- Key Performance Indicators (KPIs) & Performance Monitoring
- Cross-Functional Communication & Strategic Partnership
- Attention to Detail & Analytical Thinking
- Microsoft Dynamics GP
- Microsoft Office
- Power BI
- Salesforce
- SAS
Certification
FINANCIAL INDUSTRY NATIONAL REGULATORY AGENCY, Series 7, 63, 65,
Skills
Financial Analysis & Modeling, Forecasting & Variance Analysis, Data Interpretation & Analytics, Strategic Financial Planning, Business Process Optimization, Key Performance Indicators (KPIs) & Performance Monitoring, Cross-Functional Communication & Strategic Partnership, Attention to Detail & Analytical Thinking, Microsoft Dynamics GP, Microsoft Office, Power BI, Salesforce, SAS
Timeline
Leasing Manager
ATLANTIC PACIFIC COMPANIES
05.2025 - Current
Project Manager & Sales Representative
RAEFORD FENCE & GATE
04.2024 - 05.2025
Escalations Associate
WELLS FARGO ADVISORS
10.2022 - 03.2024
Managing Member
GOLDENHAMMER CAPITAL LLC
08.2021 - 09.2022
High Net Worth Client Representative, Senior Associate
VANGUARD FIDUCIARY TRUST COMPANY
07.2019 - 07.2021
Account Transition Specialist
VANGUARD FIDUCIARY TRUST COMPANY
01.2019 - 01.2020
B.S. - Accounting, Business Administration
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
Series 7, 63, 65 -
FINANCIAL INDUSTRY NATIONAL REGULATORY AGENCY
MBA - Finance
WAKE FOREST UNIVERSITY GRADUATE SCHOOL OF BUSINESS