Jason R. Bennett

Title

Client Relationship Manager

Education

B.S. in Management from The Pennsylvania State University
Completed an International Business Studies program at Maastricht University in the Netherlands

Advanced Credentials/Licenses:

Life, Accident, & Health Insurance Licensed

Statement of Service:

Both during college and immediately afterwards, Jason spent several years working in sales and operations management with a development firm that focused on the acquisition, development, and operation of hotels. He was part of several teams that were responsible for completing construction on hotels as well as hiring and training the staff and developing sales efforts in the local market.

Jason entered the financial and insurance industry in 2002 with a globally-recognized financial advising firm. He held series 7 and series 66 securities licenses and focused on goal-based financial planning and insurance protection. He worked primarily with healthcare professionals and small business owners.

After that, Jason worked with a large property and casualty insurer investigating auto claims. This involved interviewing the people involved and witnesses, evaluating the damages to the vehicles, and researching the laws that applied before assigning liability.

Jason joined Abundance in 2007, becoming a Client Relationship Manager. With this position he is responsible for providing comprehensive technical support and service to both clients and the company's Financial Advisors.