Jason Meysenburg
Annuity Product Manager at PNC Wealth Management
- Role
- Annuity Product Manager at PNC
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Jason Meysenburg
BancWest Investment Services is a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor. BancWest Investment Services is a subsidiary of BMO Harris Bank N.A. BancWest Investment Services does not endorse or adopt comments posted by third parties. Comments posted by third parties are their own, and may not be representative or indicative of others\' opinions, views, and experiences. Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE
Experience
Annuity Product Manager
Oct 2023 — Present
Education
University of Nebraska at Omaha
MBA
1999 — 2004
Marquette University
B.S - Finance
1991 — 1995
Skills
- Securities
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Financial Risk
- Series 63
- Financial Analysis
- 401k
- Retirement Planning
- 401(K) Retirement Savings Plans
- Finra
- Series 65
- Alternative Investments
- Investments
- Series 6
- Insurance
- Series 24
- Wealth Management
- Financial Planning
- Series 7
- Fixed Annuities
- Financial Advisory
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Portfolio Management
- Trading
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