Jason Coburn
Advisor Consultant @New York Life Investment Management
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WORK HISTORY
Advisor Consultant @New York Life Investment Management
Present New York Life Investments’ products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.•Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics. •Work with sales team that consists of Internal Wholesalers and Client Portfolio Managers to develop sales of mutual funds, ETFs, interval funds, SMA, & Muni LP\'s, in existing territory. •Develop and strengthen a business plan to help maximize market share, assets and profitability for assigned territory. •Strive to be a premier provider of thought leadership for my assigned territory.
EDUCATION
The George Washington University
BS, Economics
ABOUT JASON COBURN
Advisor Consultant at New York Life Investments
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