Jason Donald Bohnet
Portfolio Manager-Equities at Unum Life Insurance Company of America (Invt Port)
Profile
Jason Donald Bohnet is a Senior Investment Officer at Unum Life Insurance Company of America (Invt Port) since 2020.
Previously, he worked as an Equity Research Analyst at USAA Investment Services Co. from 2006 to 2015.
He holds an MBA from The University of Texas at Austin, which he received in 2010, and an undergraduate degree from Mays Business School.
Jason Donald Bohnet active positions
Companies | Position | Start |
---|---|---|
Unum Life Insurance Company of America (Invt Port)
Unum Life Insurance Company of America (Invt Port) Investment ManagersFinance Unum Life Insurance Company of America (Unum-IM) is the insurance management division of Unum Life Insurance Company of America, a subsidiary of Unum Group US (NYSE: UNM). The firm is headquartered in Chattanooga, Tennessee. Unum-IM offers a full array of disability benefits solutions, such as benefits communication, enrollment services and claims support to employees and their families. | Portfolio Manager-Equities | 31/07/2020 |
Former positions of Jason Donald Bohnet
Companies | Position | End |
---|---|---|
USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Analyst-Equity | 31/07/2015 |
Training of Jason Donald Bohnet
The University of Texas at Austin | Masters Business Admin |
Mays Business School | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Unum Life Insurance Company of America (Invt Port)
Unum Life Insurance Company of America (Invt Port) Investment ManagersFinance Unum Life Insurance Company of America (Unum-IM) is the insurance management division of Unum Life Insurance Company of America, a subsidiary of Unum Group US (NYSE: UNM). The firm is headquartered in Chattanooga, Tennessee. Unum-IM offers a full array of disability benefits solutions, such as benefits communication, enrollment services and claims support to employees and their families. | Finance |
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