Assistant Director, Digital Product Management @ (February 2018 - October 2018)
Assistant Director, Investment Performance @ (April 2015 - February 2018)
Investment Products Consultant @ (March 2013 - April 2015)
Product Manager - Modeling, Rebalancing and Trading @ (January 2011 - January 2013)
Vice President, Manager of Advisory Products @ (June 2006 - January 2011)
Margin Analyst @ Stark Investments (March 2006 - June 2006)
Assistant Vice President, Fee Based Accounts @ (January 2000 - March 2006)
Amy Jansen Education
The Wharton School
Securities Industy Institute Executive Leadership Program
2023
UW-Whitewater
Bachelor of Business Administration (BBA) (Finance, General)
1995-1999
Amy Jansen Skills
Mutual Funds
Wealth Management
Portfolio Management
Product Management
Equities
Series 7
Financial Services
Asset Allocation
Investment Management
Securities
Investments
Business Analysis
Investment Advisory
Investment Strategies
Series 24
Separately Managed Accounts
Unified Managed Accounts
Wrap Accounts
Sma
Uma
Business Strategy
Strategy
Leadership
Assistant Director
Marketing Strategy
Investment Research
Business Development
Amy Jansen Summary
Amy Jansen, based in Franklin, WI, US, is currently a Senior Product Manager at BetaNXT. Amy Jansen brings experience from previous roles at Mutual Group, Johnson Financial Group and Northwestern Mutual. Amy Jansen holds a Securities Industy Institute Executive Leadership Program @ The Wharton School. With a robust skill set that includes Mutual Funds, Wealth Management, Portfolio Management, Product Management, Equities and more. Amy Jansen has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Amy Jansen?
Find contact details for 700 million professionals.