Bento Engine
Cassie A. Jackson has a diverse work experience spanning various roles and industries.
In 2011, they founded Elite Commercial Cleaners, Inc. and assumed the responsibilities of a small business owner. Cassie A.'srole involved creating a business plan, conducting feasibility studies, promoting and budgeting for the business, hiring and training employees, managing inventory, evaluating performance, and ensuring customer satisfaction.
From 2014 to 2016, Cassie worked as a Renewal Manager and Licensed Insurance Agent at SOUTHWESTERN MONTANA FINANCIAL CENTER, INC.
In 2016, they joined Modern Woodmen of America as a Financial Representative, where they served until 2018.
From 2018 to 2022, Cassie held multiple positions at AdvicePay. Cassie A. started as an Enterprise Sales Manager, answering queries about the company, demoing its features, and explaining the fee-for-service business model. Later, they became the Director of Sales and finally the Senior Director of Enterprise Sales.
Most recently, in 2022, Cassie joined Bento Engine. Cassie A. initially served as the Chief Growth Officer and then transitioned to the Advisory Council in 2023.
Throughout their career, Cassie has gained expertise in sales, business development, financial services, and entrepreneurship.
Cassie A. Jackson obtained a Bachelor of Business degree in Finance from Montana State University-Bozeman. Additionally, they have completed the Inbound Sales Certified certification from HubSpot Academy in March 2020, and holds a Life and Health License from the National Insurance Producer Registry since July 2015.
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Bento Engine
Bento Engine is a B2B fintech SaaS company focused on the intersection of technology and impactful wealth management advice. Bento's technology and content solution scans large data sets using proven APIs to identify opportunities for advisors to provide proactive advice, then delivers a package of timely, highly relevant, proprietary,compliance-pre-approved, client-facing content and communication resources as an actionable CRM task.The company employs proprietary technology known as the Timing Engine to ensure that alerts and content are delivered with sufficient lead time ahead of the age point in order to optimize client planning and decision-making opportunities. In addition, it generates related multi-format content (PowerPoint, pdfs, and e-mails) that is compliance pre-approved and that advisors can white-label and use immediately with clients around significant age-related milestones (such as contribution catch-ups that begin at age 50).