Jason Mangold

Client Services Manager at Advisys

Jason Mangold has worked in a variety of roles since 2012. Jason began their career as an Office Assistant at Vilmure, Peeler & Boucher, LLP. In 2014, they became a Cameraman and Editor for a YouTube Channel with 1.5 million subscribers. From 2016 to 2020, they worked as a Financial Services Professional at both Signature Resources and MassMutual Pacific Coast. During this time, they prepared clients for milestone life events and helped them meet their financial goals. In 2017, they also worked as a Data Entry Assistant at Training Refund Group. Most recently, they have worked as both a Client Services Manager and a Client Services Representative at Advisys Inc. and as a Financial Planning Assistant at Tuong Dung Vu.

Jason Mangold obtained a Bachelor of Business Administration (BBA) in Finance from California State University, Fullerton in 2017. Jason also holds two certifications: Financial Accounting Foundations from LinkedIn obtained in November 2021 and a Resident Insurance Producer (Life/Accident and Health) from the California Department of Insurance obtained in September 2016.

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