PlanMember
Jason Coltrin is an experienced Network and Systems Engineer at PlanMember Financial Corporation since September 2016, with a robust background in IT operations and support. Previous roles include IT Site Operations Specialist at Brooks Institute LLC, where Jason led server migrations and upgrades, and Network Administrator at the Law Office of Renee J. Nordstrand, providing ongoing support for a Microsoft Server network. Additional experience encompasses consulting for Weyant Enterprises, remote engineering at CIO Solutions, and various technical positions at companies such as Advantage Technical Resourcing and BI Products, Inc. Earlier in Jason's career, responsibilities included SharePoint administration at AGIA and help desk support at Santa Barbara City College. Jason holds a Bachelor's degree in Psychology from UC Santa Barbara.
PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.