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
- 2013 - now Operations and Technology Specialist @
- 2012 - 2013 Retention Specialist @
- 2012 - 2012 Retirement Specialist @
- 2010 - 2012 Customer Service Associate @
- 2009 - 2010 Processor at Voya Financial @
- 2007 - 2009 Service Specialist @
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 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jared Needelman
Jared Needelman
Operations and Technology Specialist
Farmington, CT, US
Top MJP Wealth Advisors Employees
Randy Wolf
Vice President
New York, NY, US
Jared Needelman
Operations and Technology Specialist
Farmington, CT, US
Kevin Brady
Wealth Advisor
New York, NY, US
Michele Vendig
Senior Vice President
New York, NY, US
Michael Stamos
Wealth Advisor
Hartford, CT, US
Erynn Luda-McCabe
Manager of Client Services
Hartford, CT, US
Timothy Fitzgerald
Retirement Plan Advisor
New York, NY, US
Christie Pasqua
Clent Service Associate
New York, NY, US
Lou Nistico Jr.
Certified Financial Planner and Wealth Advisor
New York, NY, US
Nick Suarez
Wealth Associate
Westport, CT, US
Rose Tedesco
Client Service Associate
Hartford, CT, US
Jeff Zhang
Client Services Associate
New York, NY, US
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