Jason Andersen Email & Phone Number
Regional Vice President @ Touchstone Investments
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Jason Andersen Location
- Newport Beach, CA, US
Jason Andersen Work
- 2024 -now Regional Vice President @
- 2022 -2024 Regional Director - West Coast @
- 2019 -2022 Regional Vice President | Advisor Consultant @
- 2017 -2019 Regional Director @
- 2013 -2016 Director, US Intermediaries @
- 2009 -2013 Internal Wholesaler- Southern California and Pac NW @
- 2004 -2008 Sales and Estimator @ Process Fab Inc.
- 2001 -2004 Sales and Account Management @ Andersen Industries
Jason Andersen Education
- University of California, 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 @ University of California, Irvine. With a robust skill set that includes Territory Management, Mutual Funds, Investments, Financial Markets, Estate Planning and more. Jason Andersen has 2 emails and 1 mobile phone numbers on RocketReach.
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