Jason Meunier, Clu
About Jason Meunier, Clu
Jason Meunier is the Head of MML Elite Services at MassMutual in Phoenix, Arizona, with extensive experience in investment operations, customer service, and management.
Title
Jason Meunier holds the position of Head of MML Elite Services at MassMutual in Phoenix, Arizona, United States. In this role, he oversees elite services operations, ensuring quality and efficiency in the services provided.
Current Role at MassMutual
As the Head of MML Elite Services at MassMutual, Jason Meunier leads a team dedicated to providing elite financial services. He leverages his expertise in process improvement, risk mitigation, and change management to enhance operational efficiency and client satisfaction.
Previous Roles at MassMutual
Jason Meunier has a long tenure at MassMutual, having held various positions. From 2012 to 2021, he served as the Investment Operations Director for MML Investors Services, LLC, in Phoenix, Arizona. Earlier roles include Associate Director positions in Treasury & Mail Services, Representative Services, and the Life Service Center between 2006 and 2012 in Springfield, Massachusetts Area. He began his career at MassMutual as a Customer Service Representative from 2003 to 2006.
Education and Expertise
Jason Meunier earned his MBA in Business Administration and Management from the Isenberg School of Management, UMass Amherst, between 2004 and 2006. He also studied Business Administration and Management at McGill University and obtained a Bachelor's degree in the same field from Framingham State College. Additionally, he has earned multiple FINRA certifications, including Series 7, Series 24, Series 6, Series 26, Series 4, and Series 53, and is well-versed in Lean Six Sigma methodologies.
Professional Skills and Specializations
Jason Meunier specializes in various areas, including risk mitigation, change management, process improvement initiatives, and hiring and recruiting high-quality personnel. His diverse background spans customer service, broker dealer operations, and management, which equips him with a broad skill set and deep industry insights.