Jamie Woodman
About Jamie Woodman
Jamie Woodman serves as the Regional Vice President at Primerica, where he has worked since 2022, focusing on financial education and portfolio enhancement for families and small businesses across seven states.
Work at Primerica
Jamie Woodman has been serving as Regional Vice President at Primerica since 2022. In this role, he consults with families and small businesses across seven states, focusing on enhancing their financial portfolios. Prior to his current position, he worked at Primerica as a Regional Leader for 17 years, from 2005 to 2022, in the Albany, New York Area. His extensive experience in the financial sector allows him to utilize a comprehensive approach to financial education, emphasizing income protection and strategic planning.
Previous Experience
Before joining Primerica, Jamie Woodman worked at Usherwood Office Technology as a Senior Solutions Architect from 2012 to 2018. His role involved developing solutions to meet client needs in Albany, NY. Additionally, he was a Client Development Consultant at FindLaw, part of Thomson Reuters, from 2018 to 2019, where he focused on client engagement in the Albany, New York Area. This diverse background contributes to his expertise in strategic communication and field training within the financial sector.
Education and Expertise
Jamie Woodman studied at the University at Albany, SUNY, where he earned a Bachelor of Arts degree in Communications/Theatre. He also attended the State University of New York College at Potsdam, where he studied Theatre and Communication and Media Studies from 1994 to 1996. His educational background supports his proficiency in public speaking and seminars, which he utilizes to educate clients on financial independence and protection.
Financial Strategies and Client Engagement
In his current role, Jamie Woodman focuses on increasing clients' return on investment through tailored financial strategies. He engages with clients to provide insights and education on financial planning, ensuring they understand the importance of income protection and strategic financial management. His commitment to enhancing financial literacy is evident in his approach to consulting with families and small businesses.