2011 -2013 Product Manager - Modeling, Rebalancing and Trading @
2006 -2011 Vice President, Manager of Advisory Products @
2006 -2006 Margin Analyst @ Stark Investments
2000 -2006 Assistant Vice President, Fee Based Accounts @
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 3 emails and 3 mobile phone numbers on RocketReach.
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