Jason Needles Email & Phone Number
CFO, Savings and Investments @ Transamerica
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Jason Needles Location
- Philadelphia, PA, US
Jason Needles Work
- CFO, Savings and Investments @ (September 2024 - Present)
- VP, Financial Management @ Lincoln Financial Group (March 2018 - September 2024)
- Assistant Vice President, Financial Management @ Lincoln Financial Group (January 2015 - March 2018)
- Manager of Profitability, Compensation and Analysis @ Lincoln Financial Group (April 2012 - January 2015)
- Senior Financial Analyst @ Lincoln Financial Group (April 2011 - April 2012)
- Financial Analyst @ Lincoln Financial Group (June 2009 - March 2011)
- Strategy Associate @ Lincoln Financial Group (August 2008 - June 2009)
- Business Analyst @ Lincoln Financial Group (August 2007 - August 2008)
- Database Manager @ Stanley Creations (August 2001 - August 2006)
Jason Needles Education
- Washington University in St. Louis - Olin Business School
BSBA (Finance, Accounting, Managerial Economics and Strategy)
2003-2007 - Washington University in St. Louis
BSBA (Finance, Accounting, Managerial Economics and Strategy)
2003-2007
Jason Needles Skills
- Corporate Finance
- Insurance
- Board Presentations
- Valuation
- Financial Planning
- Financial Modeling
- Memos
- Reviews
- Investments
- Business Analysis
- Finance
- Strategy
- Financial Services
- Asset Managment
- Equities
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Financial Analysis
- Essbase
- Management
- Analysis
- Series 7
- Securities
Jason Needles Summary
- Jason Needles, based in Philadelphia, PA, US, is currently a CFO, Savings and Investments at Transamerica. Jason Needles brings experience from previous roles at Lincoln Financial Group. Jason Needles holds a 2003 - 2007 BSBA in Finance, Accounting, Managerial Economics and Strategy @ Washington University in St. Louis - Olin Business School. With a robust skill set that includes Corporate Finance, Insurance, Board Presentations, Valuation, Financial Planning and more. Jason Needles has 2 emails and 1 mobile phone numbers on RocketReach.
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