Jay O'Shaughnessy Email & Phone Number
Investment Director @ Empower Retirement
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Jay O'Shaughnessy Location
- Boston, MA, US
Jay O'Shaughnessy Work
- 2021 -now Investment Director @
- 2018 -2021 Institutional Investment Consultant @
- 2012 -2018 Senior Investment Consultant @
- 2009 -2012 Vice President, Institutional Markets - DCIO Sales @ New York Life Investment Management
- 2001 -2009 Investment Consultant @
- 2000 -2001 Financial Advisor @
- 1995 -1999 Professional Athlete @
Jay O'Shaughnessy Education
- Northeastern University 1992-1997
- American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)
- The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)
Jay O'Shaughnessy Skills
- Investments
- Retirement
- Series 7
- 401k
- New Business Development
- Mutual Funds
- Asset Allocation
- Uniform Combined State Law
- Investment Management
- Pensions
- Strategic Financial Planning
- Morningstar
- Defined Contribution
- Finance
- FINRA
- Financial Analysis
- Financial Advisory
Jay O'Shaughnessy Summary
- Jay O'Shaughnessy, based in Boston, MA, US, is currently a Investment Director at Empower. Jay O'Shaughnessy brings experience from previous roles at MassMutual, Mercer, New York Life Investment Management and New York Life Retirement Plan Services. Jay O'Shaughnessy holds a 1992 - 1997 Northeastern University. With a robust skill set that includes Investments, Retirement, Series 7, 401k, New Business Development and more. Jay O'Shaughnessy has 3 emails and 2 mobile phone numbers on RocketReach.
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