As the Head of Wealth Management Planning, Jason is responsible for developing the strategy for personal financial planning activities across Citizens Wealth Management.  Jason started his career at Citizens in 2017, and has 25 years of experience in the financial services industry.  Prior to Citizens, Jason was the Head of Financial Planning for John Hancock Advice where he was responsible for redesigning the service model for an in-house advisory team, the development of multiple digital advice platforms, and served as a member of the John Hancock Personal Advisory Solutions Investment Committee.  Prior to John Hancock, Jason worked for New York Life, Charles Schwab, and Fidelity Investments in various institutional and personal consulting roles.  Jason has earned the Certified Financial PlannerⓇ, Master Planner Advanced StudiesⓇ, and Retirement Income Certified ProfessionalⓇ designations.