Tia Jackson Email & Phone Number
Principal Financial Clarity Advisor @ J&D GoldPro Bookkeeping and Financial Clarity
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Tia Jackson Location
- Boston, MA, US
Tia Jackson Work
- Principal Financial Clarity Advisor @ (November 2025 - Present)
- Director Small Business | CDFI Lending Leader @ (March 2025 - July 2025)
- Director Small Business Services @ (September 2022 - February 2025)
- Director, Brokerage and Alliance Sales (Brokerage Relationship Manager), Midwest Region @ (May 2013 - August 2015)
- Regional Director, Alliance Sales, Midwest Region @ (October 2009 - April 2013)
- Agency Director, Midwest Region @ (March 2009 - September 2009)
- Associate Director, Investment Consulting @ RogersCasey (September 2006 - April 2008)
- Financial Advisor and Advisor Coach @ (February 2005 - August 2006)
- AVP, Client Relationship Manager @ (October 1993 - February 2004)
- Financial Planner @ (December 2016 - January 2022)
- Manager, Financial Services at The Prudential Insurance Company of America @ (December 2016 - April 2020)
Tia Jackson Education
- Bentley University
Bachelor of Science (B.S.) (Marketing)
1988-1992
Tia Jackson Skills
- Asset Allocation
- Account Management
- Financial Services
- Investments
- Business Analysis
- Analysis
- CRM
- Finance
- Financial Advisory
- Marketing
- Project Management
- Retirement
- Sales
- Strategy
- Insurance
- Life Insurance
- Retirement Planning
- Management
Tia Jackson Summary
- Tia Jackson, based in Boston, MA, US, is currently a Principal Financial Clarity Advisor at J&D GoldPro Bookkeeping and Financial Clarity. Tia Jackson brings experience from previous roles at Dorchester Bay Economic Development Corporation, Jamaica Plain Neighborhood Development Corporation and MassMutual Financial Group. Tia Jackson holds a 1988 - 1992 Bachelor of Science (B.S.) in Marketing @ Bentley University. With a robust skill set that includes Asset Allocation, Account Management, Financial Services, Investments, Business Analysis and more. Tia Jackson has 1 emails and 2 mobile phone numbers on RocketReach.
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