Regional Vice President, Retirement Plan Consulting @ (November 2024 - April 2026)
Vice President, Retirement Plan Consultant @ (April 2021 - November 2024)
Retirement Plan Consultant and VP @ Clearview Advisory (March 2008 - April 2021)
Client Services Consultant @ (January 2006 - January 2008)
Account Executive @ (January 2003 - January 2006)
Pension Benefit Associate @ (January 2001 - January 2002)
Client Relations Manager @ (January 1997 - January 2001)
Jennifer Pearson Education
Clemson University
BS (BS, Financial Management)
1992-1996
Jennifer Pearson Skills
Investments
Retirement Plan Consulting
Financial Education
Retirement Planning
Mutual Funds
Financial Advisory
Financial Services
Investment Management
Project Management
Qualified Retirement Plans
401(k) Retirement Savings Plans
Investment Advisory
Asset Allocation
Investment Advisory Services
Plan Review
401k Retirement Savings Plans
Expense Management
Benefit Plan Administration
Microsoft Word
Social Media
Public Relations
Business Development
FINRA
Employee Benefits
Defined Benefit
401 Retirement Savings Plans
Jennifer Pearson Summary
Jennifer Pearson, based in Atlanta, GA, US, is currently a Market Principal, Financial Services at OneDigital. Jennifer Pearson brings experience from previous roles at OneDigital, Clearview Advisory and OneAmerica. Jennifer Pearson holds a 1992 - 1996 BS in BS, Financial Management @ Clemson University. With a robust skill set that includes Investments, Retirement Plan Consulting, Financial Education, Retirement Planning, Mutual Funds and more. Jennifer Pearson has 5 emails and 2 mobile phone numbers on RocketReach.
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