2024 -2026 Regional Vice President, Retirement Plan Consulting @
2021 -2024 Vice President, Retirement Plan Consultant @
2008 -2021 Retirement Plan Consultant and VP @ Clearview Advisory
2006 -2008 Client Services Consultant @
2003 -2006 Account Executive @
2001 -2002 Pension Benefit Associate @
1997 -2001 Client Relations Manager @
Jennifer Pearson Education
Clemson University
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 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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