Jason Holmberg Email & Phone Number
401(k) Regional Vice President of the Rocky Mountain territory (CO, ID, UT, SD, ND, NE, MT, and WY) @ Equitable
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Jason Holmberg Location
- Englewood, CO, US
Jason Holmberg Work
- 2025 -now 401(k) Regional Vice President of the Rocky Mountain territory (CO, ID, UT, SD, ND, NE, MT, and WY) @
- 2019 -2025 Sales Director @
- 2016 -2019 Mutual Fund Regional Sales Consultant @
- 2015 -2016 Retirement Plan Sales Consultant @
Jason Holmberg Education
- Regis University
Graduate Degree (Business Administration and Management)
2003-2007 - Fort Lewis College
Bachelor of Arts - BA (Business Administration and Management, General)
1991-1995
Jason Holmberg Skills
- 401(k) Retirement Savings Plans
- MEP
- PEP
- Cash Balance
- Government
- Leadership
- Team Building
- Customer Service
- Coaching
- Team Leadership
- Customer Service Management
- Product Demonstration
- Relationship Management
- Salesforce.com
- B2B
- Account Management
- Sales
- Regional Development
- Financial Planning
- Wholesaling
- Business Development
- Investments
- Business Analysis
- Finance
- 401k
- Process Improvement
- 401K Retirement Savings Plans
- Strategic Planning
- Strategy
- Financial Services
- Life Insurance
- Mutual Funds
- Fixed
- Variab
- Strategic Financial Planning
- Present
- Management
- Regional
- Recruiting
- CRM
- Wholesale
- Hiring
Jason Holmberg Summary
- Jason Holmberg, based in Englewood, CO, US, is currently a 401(k) Regional Vice President of the Rocky Mountain territory (CO, ID, UT, SD, ND, NE, MT, and WY) at Equitable. Jason Holmberg brings experience from previous roles at Empower, ICON Advisers, Inc. and Transamerica. Jason Holmberg holds a 2003 - 2007 Graduate Degree in Business Administration and Management @ Regis University. With a robust skill set that includes 401(k) Retirement Savings Plans, MEP, PEP, Cash Balance, Government and more. Jason Holmberg has 3 emails and 2 mobile phone numbers on RocketReach.
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