Jason Andersen Email & Phone Number
Regional Vice President @ Touchstone Investments
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Jason Andersen Location
- Newport Beach, CA, US
Jason Andersen Work
- Regional Vice President @ (December 2024 - Present)
- Regional Director - West Coast @ (September 2022 - December 2024)
- Regional Vice President | Advisor Consultant @ (January 2019 - April 2022)
- Regional Director @ (July 2017 - January 2019)
- Director, US Intermediaries @ (April 2013 - November 2016)
- Internal Wholesaler- Southern California and Pac NW @ (June 2009 - April 2013)
- Sales and Estimator @ Process Fab Inc. (July 2004 - October 2008)
- Sales and Account Management @ Andersen Industries (May 2001 - June 2004)
Jason Andersen Education
- UC Irvine
Bachelor of Arts (B.A.) (Business Administration, Management and Operations)
2001-2003 - Victor Valley College 1999-2001
Jason Andersen Skills
- Territory Management
- Mutual Funds
- Investments
- Financial Markets
- Estate Planning
- Project Management
- Account Management
- Alternative Investments
- Investment Advisory
- Series 7
- Building Relationships
- Relationship Management
- Investor Sales
- Series 6
- Series 63
- Highly personable
- Motivation
- Self-driven
- Sales Presentations
- Expenses
- AutoCAD
- Pro Engineer
- Self Driven
Jason Andersen Summary
- Jason Andersen, based in Newport Beach, CA, US, is currently a Regional Vice President at Touchstone Investments. Jason Andersen brings experience from previous roles at Hilton Capital Management, LLC, New York Life Investments, Protective Life and Schroders. Jason Andersen holds a 2001 - 2003 Bachelor of Arts (B.A.) in Business Administration, Management and Operations @ UC Irvine. With a robust skill set that includes Territory Management, Mutual Funds, Investments, Financial Markets, Estate Planning and more. Jason Andersen has 3 emails and 1 mobile phone numbers on RocketReach.
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