Jason Hong
El Monte
Summary
Driven and experienced Finance Project Manager at Transamerica Financial Advisors, Inc., adept at strategic planning and financial analysis. Successfully manage a diverse client portfolio, enhancing relationships and identifying growth opportunities. Proven ability in financial management and customer relationship development, delivering tailored solutions for retirement, investments, and wealth transfer. Committed to excellence in client service and team collaboration.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance Project Manager
Transamerica Financial Advisors, Inc
01.2022 - Current
- Manage a book of over 1,000 clients while also maintaining strong relationships through account review and regularly scheduled meetings in-person or online
- Pinpoint key opportunities for potential growth through analyzing our client database and identifying potential markets
- Help clients plan for retirement through proposing different annuity and investment products most suitable for them
- Create personalized tax shelters and tax savings plans for clients through various investment products
- Help clients transfer wealth to the next generation through estate tax planning and trust creation
- Develop proposals for clients to upgrade and rollover existing IRAs and 401(k)s
- Develop proposals for clients for long term care, accumulation, and/or family protection purposes
- Assist clients with services such as 1035 exchanges, fund/sub-account changes, beneficiary changes, address changes, and monthly performance reports
- Represent many financial companies and their products such as Nationwide, Pacific Life, and Jackson
Education
Bachelor of Science - Business Administration (Option: Finance)
California State University, Los Angeles
Los Angeles, CA05-2020
Skills
- Project scheduling
- Team collaboration
- Adaptability and flexibility
- Customer relationship development
- Strategic planning
- Investment analysis
- Financial management
- Financial analysis
- Staff training
- Problem-solving abilities
- Excellent communication
Certification
- Life and Health Insurance License - California Department of Insurance - Issued March 2024, License #: 4365964
Languages
English
Native or Bilingual
Chinese (Cantonese)
Professional Working
Spanish
Professional Working
Interests
- Basketball
- Weight-Lifting
- Running
- Writing sketch comedy
- Acting & Improv
- Singing
- Traveling and exploring different cultures and cuisines
- Music festivals and concerts
- Fishing
Timeline
Finance Project Manager
Transamerica Financial Advisors, Inc
01.2022 - Current
Bachelor of Science - Business Administration (Option: Finance)
California State University, Los Angeles