Crps Jamie Meehan

Jamie Meehan, CRPS has extensive work experience in the financial and retirement planning industry. They began their career in 1999 as an Internal Wholesaler at OppenheimerFunds, Inc. and later worked as a Wholesaler at ADP Broker Dealer, Inc. In 2009, they joined Morgan Stanley Smith Barney as a Corporate Retirement Director.

In 2012, Jamie became a Regional Retirement Consultant at Arthur J. Gallagher & Co. and held this position until 2014. They then joined Sentinel Benefits & Financial Group in 2015 as a Senior Plan Advisor.

In 2016, Jamie moved to Perennial Pension & Wealth where they worked as the Director of Client Relations. They continued to build their expertise when they joined the USI Consulting Group in 2017. At USI, they initially served as an Account Manager and later became a Senior Account Manager in 2022.

Throughout their career, Jamie has demonstrated strong skills in relationship management, retirement planning, and advising clients in the financial industry.

Jamie Meehan, CRPS attended the University of Connecticut from 1992 to 1996. There is no information available regarding the degree or field of study. Jamie also obtained a certification in CRPS from the College of Financial Planning, however, no specific information is provided about the month or year in which this certification was obtained.