ShareBuilder 401k
Jason Taylor has extensive experience in business and sales operations management, currently serving as Sr Business & Sales Operations Manager at ShareBuilder 401k since July 2012. Responsibilities include managing sales and service reporting, Salesforce CRM recordkeeping, and ensuring compliance with marketing content. Previous roles include Account Manager & Customer Service at Capital One, where customer satisfaction ratings were consistently high, and Real Estate Sales & Residential Appraiser at J Taylor & Company LLC, noted for superior appraisal services. Jason also held positions such as Operations Manager at MTS IntegraTrak, where involvement in post-September 11th projects was significant, and Sr Customer Relations Manager at Cityseats.com, contributing to the development of an e-commerce platform. Jason holds a BA in Human Development from Washington State University.
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ShareBuilder 401k
401(k) plans designed to be low cost and easy to setup for any size small business. ShareBuilder 401k brings together digital ease with great service to help you save more for retirement and on taxes too. Our mission is to Lead Americans to Save. We believe everyone can be a Saver, and we're delivering the technology, investment and service expertise to help make it happen for you. We pioneered online quote to purchase of 401(k) plans and the all index-fund investment roster (using Exchange-Traded Funds and one Money Market) to help any size business and their employees enjoy the benefits of a low-cost, high-service 401(k) plan. ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting, employee education, digital setup, and investment management services. Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019 ShareBuilder Inc. All rights reserved.