Jared Needelman Email & Phone Number
Operations and Technology Specialist @ MJP Wealth Advisors
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Jared Needelman Location
- Farmington, CT, US
Jared Needelman Work
- Operations and Technology Specialist @ (May 2013 - Present)
- Retention Specialist @ (September 2012 - May 2013)
- Retirement Specialist @ (June 2012 - September 2012)
- Customer Service Associate @ (November 2010 - June 2012)
- Processor at Voya Financial @ (October 2009 - June 2010)
- Service Specialist @ (July 2007 - January 2009)
Jared Needelman Education
- Roger Williams University
Bachelor of Science (Business Management)
2003-2007 - William H. Hall High School 1999-2003
Jared Needelman Skills
- Retirement Plan Distribution
- Customer Relationship Management Crm
- Team Building
- Omni
- Accounting
- Retirement Savings
- Salesforce.com
- Retirement Planning
- Multi Tasking
- Lotus Notes
- Data Analysis
- Sales Operations
- Customer Satisfaction
- Investments
- Business Development
- Report Development
- Team Leadership
- Strategy
- Organizational Development
- Financial Services
- Outlook
- Underwriting
- Visual Basic
- Microsoft Office
- Microsoft Word
- Coordinators
- Microsoft Excel
- Training
- Time Management
- Microsoft Outlook
- Policy
- Customer Service
- Financial Analysis
- RMDS
- Technical Support
- Technology Integration
- Teamwork
- Retirement Plans
- Project Management
- Retirement
- Internal Audit
- Customer Relationship Management
Jared Needelman Summary
- Jared Needelman, based in Farmington, CT, US, is currently a Operations and Technology Specialist at MJP Wealth Advisors. Jared Needelman brings experience from previous roles at MassMutual Financial Group, Voya Financial and Kelly Services. Jared Needelman holds a 2003 - 2007 Bachelor of Science in Business Management @ Roger Williams University. With a robust skill set that includes Retirement Plan Distribution, Customer Relationship Management Crm, Team Building, Omni, Accounting and more. Jared Needelman has 1 emails and 2 mobile phone numbers on RocketReach.
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