Jason Adamek Email and Phone Number
Jason Adamek work email
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Jason Adamek personal email
Jason Adamek phone numbers
Jason Adamek is a Vice President at Emphasys Technologies, Inc. (ETI) at Emphasys Technologies, Inc. (ETI). He possess expertise in series 7, series 63, tax reporting, 401k, retirement and 20 more skills. Colleagues describe him as "I have worked with Jason in the Overlay Portfolio Management Group at LPL Financial for the last two years and I must say that he is a fabulous teammate! While I am the VP on the East Coast and he is the AVP on the West Coast, we are able to partner on projects and processes as if we are side-by-side. This has been VERY helpful while working from home during Covid-19! Jason's knowledge of Managed Account Operations and Corporate Actions are very contributory to the Overlay Team, especially with regards to portfolio trading platform development. He has been very instrumental in our systems conversion to Tegra-188's UWP platform in 2020. Finally, Jason is a very strong people manager and regularly gets high engagement scores from his direct reports." and "Jason is one of the best colleagues I have had. He was there for you on a personal and professional level and was able to separate them extremely well. Jason will tell you the truth whether it's good or bad."
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Vice PresidentEmphasys Technologies, Inc. (Eti) Aug 2021 - PresentJenkintown, Pa, UsMember of the Structured Finance Group within ETI responsible for developing cash flow models for MBS/ABS transactions as well as performing tax calculations on REMICs. -
Assistant Vice President, Overlay Portfolio ManagmentLpl Financial Jun 2018 - Jul 2021San Diego, Ca, UsManage and support Managed Accounts operations and service teams. -
Assistant Vice President, Corporate Actions OperationsLpl Financial Feb 2017 - May 2018San Diego, Ca, Us -
Corporate Actions And Dividends ManagerLpl Financial Sep 2013 - Jan 2017San Diego, Ca, Us -
Dividends ManagerLpl Financial Dec 2012 - Aug 2013San Diego, Ca, Us -
Tax Reporting ManagerLpl Financial Mar 2010 - Nov 2012San Diego, Ca, Us -
Tax Reporting SupervisorLpl Financial Jun 2008 - Feb 2010San Diego, Ca, Us -
Tax Reporting SpecialistLpl Financial Aug 2006 - Jun 2008San Diego, Ca, Us
Jason Adamek Skills
Jason Adamek Education Details
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Fox School Of Business At Temple UniversityFinance W/Minor In Accounting -
Uc San Diego Extended StudiesBusiness Intelligence Analysis -
Temple UniversityFinance -
Virginia Tech - Pamplin College Of Business
Frequently Asked Questions about Jason Adamek
What company does Jason Adamek work for?
Jason Adamek works for Emphasys Technologies, Inc. (Eti)
What is Jason Adamek's role at the current company?
Jason Adamek's current role is Vice President at Emphasys Technologies, Inc. (ETI).
What is Jason Adamek's email address?
Jason Adamek's email address is ja****@****lpl.com
What is Jason Adamek's direct phone number?
Jason Adamek's direct phone number is +161966*****
What schools did Jason Adamek attend?
Jason Adamek attended Fox School Of Business At Temple University, Uc San Diego Extended Studies, Temple University, Virginia Tech - Pamplin College Of Business.
What skills is Jason Adamek known for?
Jason Adamek has skills like Series 7, Series 63, Tax Reporting, 401k, Retirement, Finra, Fixed Income, Iras, Bonds, 401k Rollovers, Financial Services, Corporate Actions.
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