Jason Day
Team Leader, Client Services and Senior Client Executive
"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
- Team Leader, Client Services and Senior Client Executive
- Oswald Financial, Inc., 2023 - Ongoing
- Client Executive
- Oswald Financial, Inc., 2020 - 2022
- Senior Client Manager
- Oswald Financial, Inc., 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