Jason Day
Vice President, Client Experience Leader, Engagement
"Treat others how you want to be treated."
About Jason
My name is Jason Day; I love helping and encouraging people both personally and professionally. I enjoy working with my clients to help ensure that their retirement plan offers a truly valuable benefit for their employees.
Experience
- Vice President, Client Experience Leader, Engagement
- Oswald Financial, 2026 - Ongoing
- Vice President, Senior Client Executive
- Oswald Financial, 2023 - 2026
- Client Executive
- Oswald Financial, 2020 - 2022
- Senior Client Manager
- Oswald Financial, 2018 - 2020
- Director of Business Services
- W3 Wealth Management, December 2016-January 2018
- Senior Financial Consultant
- Charles Schwab, 1999-2016
Education
- BS in Finance
- The University of Akron, 1993-2001