Jason Needles Email & Phone Number
CFO, Savings and Investments @ Transamerica
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Jason Needles Location
- Philadelphia, PA, US
Jason Needles Work
- 2024 -now CFO, Savings and Investments @
- 2018 -2024 VP, Financial Management @
- 2015 -2018 Assistant Vice President, Financial Management @
- 2012 -2015 Manager of Profitability, Compensation and Analysis @
- 2011 -2012 Senior Financial Analyst @
- 2009 -2011 Financial Analyst @
- 2008 -2009 Strategy Associate @
- 2007 -2008 Business Analyst @
- 2001 -2006 Database Manager @ Stanley Creations
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 3 emails and 1 mobile phone numbers on RocketReach.
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