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
- Assistant Vice President, Advisory Product Management | Wealth Management Solutions @ (October 2021 - Present)
- Research Manager @ (October 2017 - October 2021)
- Research Analyst @ (October 2014 - October 2017)
- Overlay Trading Analyst (OPMG) @ (January 2011 - October 2014)
- Reporting Analyst @ (August 2006 - September 2009)
- Financial Representative - Service and Trading @ (September 2004 - August 2006)
Jason Trainor Education
- University of New Hampshire
Bachelor of Science - BS (Economics)
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA)
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 Bachelor of Science - BS in Economics @ University of New Hampshire. With a robust skill set that includes Wealth Management, Equities, Portfolio Management, Series 63, Management and more. Jason Trainor has 2 emails and 1 mobile phone numbers on RocketReach.
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