Tomas Jansson Email & Phone Number
Vice President and Consultant @ Innovest Portfolio Solutions
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Tomas Jansson Location
- San Francisco, CA, US
Tomas Jansson Work
- 2023 -now Vice President and Consultant @
- 2019 -2023 Managing Director Institutional Consulting @
- 2005 -2019 Vice President @
- 2003 -2005 Financial Advisor @
Tomas Jansson Education
- San Francisco State University
Bachelor's degree (Economics)
1999-2001
Tomas Jansson Skills
- Retirement
- Retirement Planning
- Mutual Funds
- Retirement Plan Consulting
- Pensions
- Investments
- Profit Sharing
- ERISA
- Defined Contribution
- Defined Benefit
- Qualified Retirement Plans
- Employee Benefits
- Financial Analysis
- Banking
- Risk Management
- Valuation
- Financial Services
- Due Diligence
- Series 63
- 401k
- Asset Allocation
- Wealth Management
- Strategic Planning
- 401k Retirement Savings Plans
- Business Strategy
- Finance
- 401 Retirement Savings Plans
Tomas Jansson Summary
- Tomas Jansson, based in San Francisco, CA, US, is currently a Vice President and Consultant at Innovest Portfolio Solutions. Tomas Jansson brings experience from previous roles at First Republic Private Wealth Management, Newport Group and Merrill Lynch. Tomas Jansson holds a 1999 - 2001 Bachelor's degree in Economics @ San Francisco State University. With a robust skill set that includes Retirement, Retirement Planning, Mutual Funds, Retirement Plan Consulting, Pensions and more. Tomas Jansson has 3 emails and 1 mobile phone numbers on RocketReach.
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