Pacific Life
Bob Jason is an experienced financial professional with a strong background in investment management and client portfolio services. Currently serving as Director of Investments and Client Portfolio Management at Pacific Life since June 2020, Bob previously held various positions at OppenheimerFunds from December 2004 to December 2019, including VP of Distribution Client Service, AVP of Distribution Client Service, Manager of Distribution Client Service, and Senior Fund Analyst. Bob's expertise encompasses client relationship management, operational oversight in trade processing, and the development of innovative client service solutions. Prior experience includes a role as a Loan Officer at American General/Equity One Financial Services. Bob holds a Bachelor of Science degree in Business Administration from Colorado State University.
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Pacific Life
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For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2020 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2020 is compiled by Pacific Life using the 2020 FORTUNE 500® list.