Jason Adamek

Jason Adamek Email and Phone Number

Vice President at Emphasys Technologies, Inc. (ETI) @ Emphasys Technologies, Inc. (ETI)
Jason Adamek's Location
Norristown, Pennsylvania, United States, United States
Jason Adamek's Contact Details

Jason Adamek work email

Jason Adamek personal email

n/a

Jason Adamek phone numbers

About Jason Adamek

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."

Jason Adamek's Current Company Details
Emphasys Technologies, Inc. (ETI)

Emphasys Technologies, Inc. (Eti)

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Vice President at Emphasys Technologies, Inc. (ETI)
Jason Adamek Work Experience Details
  • Emphasys Technologies, Inc. (Eti)
    Vice President
    Emphasys Technologies, Inc. (Eti) Aug 2021 - Present
    Jenkintown, Pa, Us
    Member 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.
  • Lpl Financial
    Assistant Vice President, Overlay Portfolio Managment
    Lpl Financial Jun 2018 - Jul 2021
    San Diego, Ca, Us
    Manage and support Managed Accounts operations and service teams.
  • Lpl Financial
    Assistant Vice President, Corporate Actions Operations
    Lpl Financial Feb 2017 - May 2018
    San Diego, Ca, Us
  • Lpl Financial
    Corporate Actions And Dividends Manager
    Lpl Financial Sep 2013 - Jan 2017
    San Diego, Ca, Us
  • Lpl Financial
    Dividends Manager
    Lpl Financial Dec 2012 - Aug 2013
    San Diego, Ca, Us
  • Lpl Financial
    Tax Reporting Manager
    Lpl Financial Mar 2010 - Nov 2012
    San Diego, Ca, Us
  • Lpl Financial
    Tax Reporting Supervisor
    Lpl Financial Jun 2008 - Feb 2010
    San Diego, Ca, Us
  • Lpl Financial
    Tax Reporting Specialist
    Lpl Financial Aug 2006 - Jun 2008
    San Diego, Ca, Us

Jason Adamek Skills

Series 7 Series 63 Tax Reporting 401k Retirement Finra Fixed Income Iras Bonds 401k Rollovers Financial Services Corporate Actions Finance Trading Mutual Funds Management Securities Insurance Wealth Management Valuation Dividends Team Management Professional Communication Public Relations Financial Analysis

Jason Adamek Education Details

  • Fox School Of Business At Temple University
    Fox School Of Business At Temple University
    Finance W/Minor In Accounting
  • Uc San Diego Extended Studies
    Uc San Diego Extended Studies
    Business Intelligence Analysis
  • Temple University
    Temple University
    Finance
  • Virginia Tech - Pamplin College Of Business
    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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