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Jason Lauderback Location
Naperville, IL, US
Jason Lauderback Work
Senior Vice President @ (August 2024 - Present)
Vice President - National Accounts Manager @ (February 2011 - July 2024)
Assistant Vice President - Structured Products @ (October 2009 - May 2010)
Account Manager @ (June 2006 - December 2008)
Regional Sales Representative @ (April 2005 - June 2006)
101st Airbone Division @ (January 1993 - January 1996)
Jason Lauderback Education
Loyola University Chicago
MBA (Marketing, eCommerce, and Int'l Business)
2000-2001
Southern Illinois University, Carbondale
Bachelor of Science (Management)
1997-1999
Jason Lauderback Skills
Sales Management
Business Reviews
Business Engagement
Account Management
Marketing Strategy
Sales
Account Planning
Business Development
Investments
Financial Services
Finance
Asset Allocation
Retirement Planning
Investment Strategies
Financial Advisory
Investment Management
Mutual Funds
Series 7
Series 63
Asset Management
Alternative Investments
Relationship Management
Securities
401k
Retirement
Separately Managed Accounts
Insurance
New Business Development
Financial Markets
Salesforce.com
CRM
Series 65
Sales Presentations
FINRA
Marketing
Management
Business Relationship Management
Asset Managment
Strategy
PowerPoint
Jason Lauderback Summary
Jason Lauderback, based in Naperville, IL, US, is currently a Senior Vice President at Harbor Capital Advisors, Inc.. Jason Lauderback brings experience from previous roles at Calamos Investments, Advisors Asset Management, Inc. and DWS Investments. Jason Lauderback holds a 2000 - 2001 MBA in Marketing, eCommerce, and Int'l Business @ Loyola University Chicago. With a robust skill set that includes Sales Management, Business Reviews, Business Engagement, Account Management, Marketing Strategy and more. Jason Lauderback has 2 emails and 2 mobile phone numbers on RocketReach.
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