Jason Wenk's Email & Phone Number

💼 Past Experience

Jason Wenk obtained his undergraduate degree in economics from Quinnipiac University in 1997. He then obtained his J.D. in law from The whale Law School in 2000.Jason Wenk is a lawyer who has practiced law for over 15 years. He has led litigation, writing legal briefs, and having meetings with judges and prosecutors. Jason Wenk is also an accomplished financial analyst. He has been recognized byLegal 500 as one of the most successful financial analysts in the country.Before starting his own law firm, Jason Wenk had a five-year stint at Morgan Stanley where he was a system analyst. He is also a member of The Wall Street Journal's " Under 30 Leaders" list from 2016-2018.Jason Wenk has severalBackgrounds He has owned and operated his own successful financial advisory firm since 2005. Wenk & Partners provides financial planning, retirement planning, investment advice, and IRAs to clients of every type of investment or retirement plan. Wenk also has experience with alternate investments and Wealth Management, having founded and CEO at AltruistIndustry of Financial Services since 2017. Wenk is a member of the American Arbitration Association and the National Foreign Investment Arbitration Association.

🎓 Education

Jason Wenk is an entrepreneur, computer scientist, and professor with over 18 years of experience in the software industry. While at Grand Valley State University, Wenk studied Computer Science with a focus on Entrepreneurial Studies which taught him how to develop and execute innovative business strategies. Wenk also established himself as a highly successful professor at Harvard Business School, where he taught Scaling Entrepreneurial Ventures and Entrepreneurial Studies. Wenk's experience in the software industry and his training in entrepreneurship both make him well-rounded and ready to start and grow a business.

💡 Technical & Interpersonal Skills

Jason Wenk earned his undergraduate degree in finance from the University of California, Berkeley. After completing his undergraduate degree, Jason Wenk came to Morgan Stanley as a system analyst in 2000. Jason Wenk spearheads the development of Morgan Stanley’s online investment product, and later becomes co-founder and CEO of Altruist, one of the earliest financial technology startups. He led the company from September 2011 to September 2018.Jason Wenk has also been a venture partner at MatterScale Ventures and a senior director at Retirement Wealth. He is also the founder and CEO of Retirement Wealth from January 2005 to September 2018.