Tomas Jansson

Tomas Jansson Email and Phone Number

Vice President and Consultant @ Innovest Portfolio Solutions
San Francisco, CA, US
Tomas Jansson's Location
San Francisco, California, United States, United States
Tomas Jansson's Contact Details
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!

Tomas Jansson's Current Company Details
Innovest Portfolio Solutions

Innovest Portfolio Solutions

View
Vice President and Consultant
San Francisco, CA, US
Website:
innovestinc.com
Employees:
71
Tomas Jansson Work Experience Details
  • Innovest Portfolio Solutions
    Vice President And Consultant
    Innovest Portfolio Solutions
    San Francisco, Ca, Us
    View
  • Innovest Portfolio Solutions
    Vice President & Consultant
    Innovest Portfolio Solutions Jul 2023 - Present
    Denver, Colorado, Us
    View
  • First Republic Private Wealth Management
    Managing Director Institutional Consulting
    First Republic Private Wealth Management 2019 - 2023
    Us
    View
  • Newport Group
    Vice President
    Newport Group 2005 - 2019
    Dresher, Pa, Us
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2003 - 2005
    New York, Ny, Us
    View

Tomas Jansson Skills

Retirement Retirement Planning Mutual Funds Retirement Plan Consulting Pensions Investments Profit Sharing Erisa Defined Contribution Defined Benefit Qualified Retirement Plans Employee Benefits Financial Analysis Banking Risk Management Valuation Financial Services Due Diligence Series 63 401k Asset Allocation Wealth Management 401 Retirement Savings Plans

Tomas Jansson Education Details

  • San Francisco State University
    San Francisco State University
    Economics

Frequently Asked Questions about Tomas Jansson

What company does Tomas Jansson work for?

Tomas Jansson works for Innovest Portfolio Solutions

What is Tomas Jansson's role at the current company?

Tomas Jansson's current role is Vice President and Consultant.

What is Tomas Jansson's email address?

Tomas Jansson's email address is tj****@****lic.com

What is Tomas Jansson's direct phone number?

Tomas Jansson's direct phone number is +157543*****

What schools did Tomas Jansson attend?

Tomas Jansson attended San Francisco State University.

What skills is Tomas Jansson known for?

Tomas Jansson has skills like Retirement, Retirement Planning, Mutual Funds, Retirement Plan Consulting, Pensions, Investments, Profit Sharing, Erisa, Defined Contribution, Defined Benefit, Qualified Retirement Plans, Employee Benefits.

Who are Tomas Jansson's colleagues?

Tomas Jansson's colleagues are Sloan Smith, Caia, Cpwa®, Garry Beaulieu, Taylor Smith, Denise Rice, Brian Curran, Nitish Meena, Stephanie Dufano.

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