Jason Trudeau

Jason Trudeau, MBA has a diverse range of experiences in various industries. Jason is currently serving as the Director of Client Success at Softheon, a position they started in January 2023. Prior to this, they worked as the Director of Account Management at Swift Medical from April 2022 to January 2023. From March 2019 to April 2022, they held the role of Senior Account Manager at MDsave, Inc. At PharMerica, where they worked from January 2018 to March 2019, Jason served as a Senior Account Manager and successfully managed relationships with 34 customers, resulting in $24 million in annual revenue. Jason'sresponsibilities there also included reducing costs through training programs and achieving 100% client retention. Before joining PharMerica, Jason was a Financial Advisor at Northwestern Mutual from January 2016 to December 2017. Jason gained experience as an Account Manager at Passport Health Plan from November 2013 to December 2015. Additionally, Jason held positions such as Client Relations Manager at McLean Lobby, LLC from July 2012 to November 2013, Market Development Manager at NetGain Technologies, Inc. from September 2011 to June 2012, and Sales Consultant at Don Jacobs from June 2010 to June 2011.

Jason Trudeau, MBA, holds a Master of Business Administration (M.B.A.) degree in Business Administration and Management, General from Bellarmine University, which they obtained from 2011 to 2013. Prior to that, they completed their Bachelor of Business Administration (B.B.A.) degree in Business Administration and Management, General from the University of Kentucky, between 2006 and 2010. In addition, Jason has acquired several certifications, including "Build Your Team's Agility and Resilience," "Preparing Yourself for Change," "Reorganize and Transition Your Team for Change," and "Goal Setting: Objectives and Key Results (OKRs)," all of which were obtained from LinkedIn in 2023. Jason also holds the Series 6 and Series 63 certifications from the Financial Industry Regulatory Authority (FINRA), which they obtained in 2016.