Jason Gilbert
Director, Institutional Relationship Management
Jason serves as the Director of Field Representatives at Ascensus, responsible for supporting employers and their employer as they administer the CalSavers program. His team provide local onsite support for employers throughout the registration and administration processes. They also conduct educational meetings for employees to create awareness of the program and its feature. Jason has spent over 16 year in the retirement industry most recently at Prudential Retirement servicing institutional clients. Jason attended the University of Hartford where he attained his a M.B.A., received his B.A in Finance from Central Connecticut State University and holds a Series 6, 63 and 26 licenses.
Sessions
Introduction to CalSavers