Jason McAlpine Email & Phone Number
Product Specialist @ Vanguard
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Jason McAlpine Location
- Lancaster, PA, US
Jason McAlpine Work
- 2021 -now Product Specialist @
- 2016 -2021 Senior Compliance Administrator @
- 2009 -2016 Senior Client Relationship Administrator @
- 2005 -2009 Correspondence Associate @
- 2005 -2005 Client Relations @
- 2003 -2005 Management Trainee @
- 2001 -2003 Sales Representative @
Jason McAlpine Education
- Penn State University
Bachelor of Business Administration (B.B.A.) (Marketing and Management)
1999-2003
Jason McAlpine Skills
- Customer Service
- Investments
- Financial Services
- Finance
- Relationship Management
- Retirement Planning
- Time Management
- Mutual Funds
- Microsoft Excel
- Retirement
- Financial Analysis
- Leadership
- Microsoft Office
- Wealth Management
- Portfolio Management
- Securities
- Asset Allocation
- PowerPoint
- Microsoft Word
- Process Improvement
- Risk Management
- Project Management
- 401k
- Research
- Team Building
- Financial Planning
- Vendor Management
Jason McAlpine Summary
- Jason McAlpine, based in Lancaster, PA, US, is currently a Product Specialist at Vanguard. Jason McAlpine brings experience from previous roles at Vanguard. Jason McAlpine holds a 1999 - 2003 Bachelor of Business Administration (B.B.A.) in Marketing and Management @ Penn State University. With a robust skill set that includes Customer Service, Investments, Financial Services, Finance, Relationship Management and more. Jason McAlpine has 3 emails and 1 mobile phone numbers on RocketReach.
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