Jason Bean

Jason Bean, FLMI, is a financial professional with over 20 years of experience in the financial services industry. They have developed strong analytical and organizational skills, enabling effective assessment and implementation of necessary changes for success. Throughout their career, Jason has held roles such as Marketing Analyst at AIG/VALIC and Sr. Controls Analyst at MassMutual Financial Group, where they have excelled in compliance, sales support, and operations management. Jason holds multiple certifications, including FINRA Series 7, 24, and 53, and has achieved the LOMA ACS and FLMI designations.