Jason Wheeler
About Jason Wheeler
Jason Wheeler serves as the Senior Manager of Advanced Analytics at Transamerica, where he leverages his extensive background in sales and analytics to enhance data-driven decision-making. He has over a decade of experience in the financial services industry, having held various roles at Transamerica, Curian Capital, and Jackson National Life.
Current Role at Transamerica
Jason Wheeler serves as the Senior Manager of Advanced Analytics at Transamerica, a position he has held since 2021. In this role, he leverages his extensive background in analytics and sales to enhance data-driven decision-making capabilities within the organization. His focus is on developing and implementing technology and analytics-based solutions that improve overall business performance.
Previous Experience at Transamerica
Wheeler has a substantial history with Transamerica, having worked in various roles from 2012 to 2021. He began as an Internal Wholesaler for two years, followed by a four-year tenure as a Business Intelligence Developer/Analyst. He then advanced to the position of Analytics Engagement Manager/Product Manager/Owner for three years before assuming his current role. His diverse experiences within the company have contributed to his expertise in analytics and client engagement.
Background in Financial Services
Before joining Transamerica, Jason Wheeler worked at Curian Capital as an Internal Regional Business Consultant from 2008 to 2012. He also spent two years at Jackson National Life as an Internal Wholesaler from 2006 to 2008. These roles provided him with a solid foundation in sales and client relations, which he has built upon throughout his career in the financial services industry.
Education and Expertise
Jason Wheeler studied at the University of Massachusetts Dartmouth, where he developed a strong academic foundation that supports his professional endeavors. His expertise encompasses business solutions, organizational leadership, and regulatory compliance. He is recognized for his ability to build long-term relationships with strategic business partners and stakeholders.
Skills in Analytics and Sales
Wheeler possesses a unique combination of sales and analytics experience, which enhances his capacity to utilize data effectively. He is skilled in developing and implementing analytics-based solutions that drive improvements in decision-making processes. His proven strength in delivering impactful results in dynamic business environments is a key aspect of his professional profile.