Jason Mayo
Director | RFP Services at AMG Funds- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Conshohocken, US
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Experience
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AMG Wealth
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United States
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Financial Services
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100 - 200 Employee
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Director | RFP Services
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Feb 2023 - Present
Conshohocken, Pennsylvania, United States
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Senior Associate | RFP Services
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Nov 2014 - Feb 2023
Conshohocken, Pennsylvania, United States
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Trade Desk Lead
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Jul 2011 - Nov 2014
Review for accuracy trades processed by call center representatives for multiple fund companies. Also responsible for managing small work group by assigning daily workflow, training new members and approving submitted work items.
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Service Center Consultant
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Aug 2008 - Jul 2011
Responded to telephone requests regarding procedures, mutual fund performance, fund mergers and other information. Also processed transactions for shareholders and financial advisors and provided relevant tax information.
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Education
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University of Pittsburgh-Johnstown
BS, Business Marketing
Community
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