As a dedicated participant education specialist, Jack’s primary role is to work with service providers and administrators to design and deliver customized employee education. He also focuses on planning, implementing, and executing a robust communication and education campaign for clients and conducting education meetings. In addition, he serves as a member of the SageView Investment Research Team.
Jack has 5 years of financial services experience, primarily in investment management and operations. Prior to joining SageView, he was a Regional Advisor Consultant with Invesco US, working with financial advisors on asset allocation and portfolio solutions. Jack also previously worked at Eaton Vance in mutual fund operations.
Education, honors, designations, and other credentials
- Providence College, BA, Marketing
- Boston College, MBA Candidate, Carroll School of Business
- Series 7 and 65 registered