Jason Gutman

Jason Gutman has over 10 years of professional experience in customer success and wealth management. Jason began their career in 2007 as a Sales Representative at Bloomberg LP, where they provided customer support for buy-side clients and managed product implementation and project management initiatives. In 2012, they became a Private Wealth Advisor at Lincoln Financial Advisors, where they provided high net worth individuals, families, and business owners with financial solutions. In 2015, they moved to Sax Wealth Advisors, LLC, where they partnered with advisors to deliver comprehensive wealth management experience to clientele. In 2017, they began working as an Independent Consulting, providing individualized financial planning services to affluent individuals and executive leaders. In 2018, they became a Senior Customer Success Manager at OS33, where they cultivated strong relationships with C-Suite leaders and key stakeholders, augmented customer experience, and continually minimized rate of attrition. In 2021, they moved to Sisense as an Enterprise Customer Success Manager. Currently, they are an Enterprise Customer Success Manager at Sigma Computing.

Jason Gutman obtained their Bachelor of Arts in History from Lehigh University. In 2013, they obtained Series 63, Series 65, and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA). Jason also holds a Life, Health & Accident Insurance License from the New York State Department of Taxation and Finance.