Jamie Andersen Email & Phone Number
Relationship Manager @ Corebridge Financial
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Jamie Andersen Location
- Omaha, NE, US
Jamie Andersen Work
- Relationship Manager @ (January 2025 - Present)
- Relationship Manager @ Lincoln Financial (February 2022 - January 2025)
- Senior Relationship Manager @ (January 2021 - February 2022)
- Client Relationship Manager @ (July 2018 - January 2021)
- Retirement Plan Field Service Representative @ (October 2014 - July 2018)
- Investment Advisor @ DC Retirement Strategies (February 2014 - October 2014)
- Retirement Plan Field Service Representative @ (September 2010 - February 2014)
- Wealth Advisor @ Orizon Investment Counsel, LLC (September 2008 - September 2010)
- Wealth Management Advisor @ Orizon Investment Counsel, LLC (September 2008 - September 2010)
- Client Services Representative @ (February 2005 - August 2008)
- Client Service Specialist @ (January 2005 - January 2008)
- Relationship Banker @ (January 2003 - January 2005)
Jamie Andersen Education
- University of Nebraska-Lincoln
Bachelor of Science (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1999-2003
Jamie Andersen Skills
- 401k
- Accountability
- Agile Leadership
- Agile Project Management
- Asset Allocation
- Business Development
- Career Management
- Client Presentation
- Collaboration Tools
- Coordinate Meetings
- Cross-functional Coordination
- Customer Engagement
- Data Analysis
- Delegation
- Finance
- Financial Services
- Investment Advisory
- Investments
- Management
- Messaging
- Microsoft 365
- Microsoft Office
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Teams
- Mutual Funds
- Needs Assessment
- Note Taking
- Office 365
- OneNote
- Personal Development
- Presentation Development
- Problem Solving
- Productivity Improvement
- Project Coordination
- Project Management
- Retirement
- Retirement Planning
- Sales Management
- Salesforce.com
- Series 63
- Series 7
- Service Delivery
- Stakeholder Engagement
- Stakeholder Management
- Strategic Communications
- Strategic Financial Planning
- Team Leadership
- Team Management
- Team Motivation
- Teamwork
- Video Conferencing
- Virtual Collaboration
- Virtual Teams
- Wealth Management
- Web Conferencing
Jamie Andersen Summary
- Jamie Andersen, based in Omaha, NE, US, is currently a Relationship Manager at Corebridge Financial. Jamie Andersen brings experience from previous roles at Lincoln Financial, Nationwide and Nationwide Financial. Jamie Andersen holds a 1999 - 2003 Bachelor of Science in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ University of Nebraska-Lincoln. With a robust skill set that includes 401k, Accountability, Agile Leadership, Agile Project Management, Asset Allocation and more. Jamie Andersen has 2 emails and 1 mobile phone numbers on RocketReach.
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