Jason Shepherd, MBA, possesses extensive experience in financial consulting and project management within the retirement and investment sectors. At Lincoln Financial Group, from July 2015 to November 2018, Jason served as a Senior Consultant in Retirement Pricing, where responsibilities included managing deals for large business prospects and conducting internal pricing reviews to drive profitable growth. Following this, at Vanguard from March 2019 to October 2020, Jason held multiple roles, including Senior Business Analyst and Senior Project Manager in Pricing Strategy, providing analytical support for financial planning and leading key projects related to pricing and onboarding solutions. Jason holds a Master of Business Administration and a Bachelor of Science in Business Administration from Saint Joseph's University.
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