- Jason DaleoMay 5, 2025

Jason Daleo
May 5, 2025
Jason Daleo
Holders of this badge for the Wharton Behavioral Finance for Private Clients Program have obtained tools to help develop a more effective client-centered practice by drawing heavily on advances in psychology, behavioral finance, evidence-based decision making ,and the human sciences. From this Custom experience, they can better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being.
Skills / Knowledge
- Behavioral Finance
- Client Needs Assessment
- Client Psychology
- Decision Making
Issued on
May 5, 2025
Expires on
Does not expire