Tomas Jansson
VP & Consultant - Helping clients optimize their corporate retirement plans
- Role
- Vice President & Consultant at Innovest Portfolio Solutions
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Tomas Jansson
With more than 20 years in the investment industry, I focus on helping companies design, optimize and govern the retirement plan benefits they offer their employees. If you need help with your corporate retirement plan or simply have a few questions, don\'t hesitate to reach out!
Experience
Vice President & Consultant
Jul 2023 — Present · San Francisco, CA, US
Education
San Francisco State University
Bachelor's degree, Economics
1999 — 2001
Skills
- Financial Services
- Valuation
- Defined Contribution
- Qualified Retirement Plans
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Retirement Planning
- Pensions
- Profit Sharing
- Series 63
- Wealth Management
- Employee Benefits
- Defined Benefit
- Financial Analysis
- Retirement
- 401k
- 401(K) Retirement Savings Plans
- Retirement Plan Consulting
- Investments
- Erisa
- Due Diligence
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