Jason Trainor Email & Phone Number
Assistant Vice President, Advisory Product Management | Wealth Management Solutions @ LPL Financial
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Jason Trainor Location
- Boston, MA, US
Jason Trainor Work
- 2021 -now Assistant Vice President, Advisory Product Management | Wealth Management Solutions @
- 2017 -2021 Research Manager @
- 2014 -2017 Research Analyst @
- 2011 -2014 Overlay Trading Analyst (OPMG) @
- 2006 -2009 Reporting Analyst @
- 2004 -2006 Financial Representative - Service and Trading @
Jason Trainor Education
- Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
- University of New Hampshire
Bachelor of Science - BS, Economics
Jason Trainor Skills
- Wealth Management
- Equities
- Portfolio Management
- Series 63
- Management
- Project Management
- Investments
- Microsoft Excel
- Risk Management
- Separately Managed Accounts
- Finance
- Asset Allocation
- Managed Accounts
- Financial Analysis
- Financial Services
- Securities
- Sales
- Mutual Funds
- Series 7
Jason Trainor Summary
- Jason Trainor, based in Boston, MA, US, is currently a Assistant Vice President, Advisory Product Management | Wealth Management Solutions at LPL Financial. Jason Trainor brings experience from previous roles at LPL Financial and Fidelity Investments. Jason Trainor holds a Master of Business Administration (MBA) @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Wealth Management, Equities, Portfolio Management, Series 63, Management and more. Jason Trainor has 3 emails and 1 mobile phone numbers on RocketReach.
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