Jason Leo is currently the Vice President of Employee Benefits at USI Insurance Services, where they focus on developing long-term relationships with clients by assisting them in reviewing and revising their financial strategies. Previously, they held various roles, including Strategy Consultant at Nava and Financial Professional at Equitable Advisors. Jason earned a Bachelor of Science in Finance from Quinnipiac University in 2018. Their expertise encompasses estate planning, risk management, employee benefits, and financial education.
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