Account Manager III @ (September 2018 - September 2019)
Large Enterprise Account Manager @ (September 2017 - September 2018)
Financial Advisor @ (June 2014 - October 2016)
Financial Advisor @ New England Financial (March 2012 - June 2014)
Financial Services Professional @ (May 2010 - March 2012)
Research Assistant @ (August 2009 - May 2010)
Financial Analyst Program @ (November 2008 - May 2010)
Alex Jansen Education
Southwestern University
BA (Economics)
2006-2010
Alex Jansen Skills
Financial Analysis
IRA Consolidation/Rollovers
Investments
Multi-generational wealth transfer
401k Rollovers
Retirement Funding Strategies
Business Succession Alternatives
Asset Allocation
Executive Benefit Strategies
401k
Group Benefit Plans
Mutual Funds
Wealth Management
Wealth Preservation Planning
Ira
Public Speaking
Executive Benefit
Leadership
Business Succession
Retirement Funding
Multi Generational Wealth Transfer
Multi Generational
Wealth Preservation
Cloud Computing
Enterprise Software
Alex Jansen Summary
Alex Jansen, based in Austin, TX, US, is currently a Account Executive II - Dell Financial Services at Dell Technologies. Alex Jansen brings experience from previous roles at Dell Technologies and Office Depot. Alex Jansen holds a 2006 - 2010 BA in Economics @ Southwestern University. With a robust skill set that includes Financial Analysis, IRA Consolidation/Rollovers, Investments, Multi-generational wealth transfer, 401k Rollovers and more. Alex Jansen has 2 emails and 1 mobile phone numbers on RocketReach.
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