Jason Wheeler
About Jason Wheeler
Jason Wheeler is an Analytics Engagement Manager with over 20 years of experience in the financial services industry. Currently employed at Transamerica, he specializes in sales analytics and data analysis to improve asset management strategies.
Work at Transamerica
Jason Wheeler has been employed at Transamerica since 2012, initially serving as an Internal Wholesaler for two years. In 2014, he transitioned to the role of Business Intelligence Developer and Analyst, where he has worked for ten years. In 2018, he advanced to the position of Analytics Engagement Manager, a role he has held for six years. His work at Transamerica focuses on enhancing business intelligence solutions and leveraging statistical data analysis to support asset management strategies.
Previous Experience in Financial Services
Before joining Transamerica, Jason Wheeler accumulated extensive experience in the financial services industry. He worked at Putnam Investments in various roles, including Technical Coordinator, Intraday Specialist, and Client Services Representative from 2001 to 2003. He also served as a Financial Advisor at Bankfive from 2003 to 2006, and as an Internal Wholesaler at Jackson from 2006 to 2008. Additionally, he worked as an Internal Regional Business Consultant at Curian Capital from 2008 to 2012.
Education and Expertise
Jason Wheeler studied at the University of Massachusetts Dartmouth, where he earned a Bachelor's degree from 1999 to 2004. His education has provided him with a solid foundation in financial services and analytics. He specializes in leveraging statistical data analysis to enhance asset management strategies, contributing to improved business intelligence solutions throughout his career.
Background in Sales Analytics
With over 20 years of experience in the financial services industry, Jason Wheeler has developed a strong background in sales analytics. His expertise in this area has enabled him to contribute effectively to business intelligence solutions, focusing on the application of statistical data analysis to drive improvements in asset management strategies.