Jason Almeida has a diverse work experience spanning several years. Jason most recently worked as a Product Associate-Automation at MarketAxess starting in 2022. Prior to that, they were an Advanced Data and Reporting Analyst at MassMutual from an unknown start date until 2022. In this role, they managed company-wide networks to deliver ad-hoc reporting and produced sales metrics visualizations. Jason also collaborated with finance partners for monthly compensation and income statements.
From 2018 to 2021, Jason worked as a Senior Financial Consultant at Indigo Associates. In this role, they conducted financial evaluations, prepared statements, and implemented strategies aligned with clients' financial plans. Jason achieved net savings for multiple clients through retirement and healthcare planning.
Jason started their career as a Compliance Analyst at Voya Financial from 2014 to 2017. Here, they ensured investment conformity and assisted with regulatory compliance. Additionally, they worked as a Compliance Officer at Cantella & Co., Inc. in 2013, where they directed and educated financial advisors on regulatory compliance.
Jason began their career as a Compliance Associate at Commonwealth Financial Network from 2011 to 2013. Jason implemented compliance policies and systems while performing searches of correspondence.
Overall, Jason Almeida has a strong background in data analysis, financial consulting, and regulatory compliance.
Jason Almeida completed a Certificate in Data Science and Analytics at Framingham State University in 2020. Prior to that, they obtained a Master of Science in Forensic Accounting from New England College from 2012 to 2013. In 2008 to 2010, Jason earned a Bachelor of Arts (B.A.) degree in Political Science and International Affairs from Bridgewater State University.
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