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Jason Sherry Location
Milwaukee, WI, US
Jason Sherry Work
Business Unit Manager @ (July 2023 - Present)
Project Manager II - Technical Consultant @ (January 2022 - July 2023)
Project Management and Senior Trust Consultant @ (January 2012 - January 2022)
Financial Adviser @ (May 2010 - March 2011)
Financial Advisor @ (June 2009 - February 2010)
Jason Sherry Education
Penn State University
Cardinal Stritch University
Harvard University
ITT Technical Institute
Jason Sherry Skills
Nonprofit Organizations
People Management
Customer Service
Finance
Microsoft Office
Financial Analysis
Leadership
Project Management
Process Improvement
Portfolio Management
Budgets
Retirement Plan Management
Financial Modeling
Microsoft Excel
Strategic Planning
Training
Financial Accounting
Investment Management
Derivative Securities
Futures Trading
Sales
Capital Budgeting
Compliance
Series 6
Team Building
Sales & Business Development
Highly Regulated Environment
IRS audit management
DOL audit management
ERISA
Participant loans
Plan document operations
Series 7
Sales and Business Development
Jason Sherry Summary
Jason Sherry, based in Milwaukee, WI, US, is currently a Business Unit Manager at MissionSquare Retirement. Jason Sherry brings experience from previous roles at FIS, Empower Retirement, University of Wisconsin (UW) Credit Union and Edward Jones. Jason Sherry holds a Penn State University. With a robust skill set that includes Nonprofit Organizations, People Management, Customer Service, Finance, Microsoft Office and more. Jason Sherry has 2 emails and 2 mobile phone numbers on RocketReach.
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