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Jen Dickson Email & Phone Number

Business Consultant at MassMutual

Location: Charlotte, North Carolina, United States 6 work roles 1 school

1 work email found @massmutual.com LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

MassMutual

Role

Business Consultant

Location

Charlotte, North Carolina, United States

Company size

Who is Jen Dickson? Overview

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Quick answer

Jen Dickson is listed as Business Consultant at MassMutual, a with 7732 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at massmutual.com and a matched LinkedIn profile for Jen Dickson.

Jen Dickson previously worked as AVP, Senior Principal at Bank Of America Merrill Lynch and Senior International Advisor at Ubs. Jen Dickson holds Bachelor Of Science - Bs, Financial Management from Clemson University.

Company email context

Email format at MassMutual

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{first_initial}{last}@massmutual.com

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Profile bio

About Jen Dickson

Experienced Principal Business Consultant and Marketing Professional with a demonstrated history of working in the financial services industry. Skilled in Strategic Development, Leadership, Process Management and Securities Regulation. Strong consulting professional graduated from Clemson University.

Listed skills include Wealth Management, Leadership, Risk Management, Equities, and 11 others.

Current workplace

Jen Dickson's current company

Company context helps verify the profile and gives searchers a useful next step.

Massmutual

Business Consultant

springfield, massachusetts, united states

Website

massmutual.com

Employees

7732

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Company profile

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6 roles · 28 years

Jen Dickson work experience

A career timeline built from the work history available for this profile.

Business Consultant

Current

Massmutual

Conduct in-depth suitability analysis for new as well as replacements of annuity transactions for existing and new clients of the broker dealer. Focus on the Advisor Experience to improve ease of business. Partner with the various agency audiences of General Agents and Agency Supervisory Officers. Counsel Field Representatives to identify suitability concerns. Research and determine resolution for complex annuity transactions. Train new firm principals on the suite of products offered by MMLIS. Coach and review with new firm principals the suitability process and procedures. Identify and raise current and potential suitability concerns through trend analysis.

Feb 2017 - Present

Avp, Senior Principal

Bank Of America Merrill Lynch

Charlotte, North Carolina Area

Collaborated with Financial Advisors in order to determine the suitability of client annuity transactions for Fixed, Indexed and Variable annuities. Reviewed complex replacement Annuity and Life Insurance transactions for existing annuity clients as well as new money orders. Developed relationships with the Local Market Management Teams in order to present and maintain suitability requirements to the Financial Advisors in the Field. Partnered with Internal and External Retirement Sales Team to work on annuity proposals.

2014 - 2017 ~3 yrs

Senior International Advisor

Ubs

Charlotte, North Carolina Area

Developed relationships and drove sales through proactive outreach to clients by identifying opportunities within a client’s portfolio. Performed in top tiers each year in key/focus metrics. Created and presented materials for Investment Center University. Performed team lead duties by leading huddles/meetings, branch reports, communications.

2009 - 2014 ~5 yrs

Director, Marketing Field Implementation

Ameriprise Financial Services, Inc.

Charlotte, North Carolina Area

Developed systems, trained, coached, and presented programs to drive sales growth as well as enhance the skills of the independent channel of the financial advisory field force. Influenced more predictable, profitable growth of high-value acquisitions and deepened existing client relationships. Ensured acquisition (on average) of 3.2 more High Affluent Clients and 7.8 more Mass Affluent clients than comparable division through efficient and effective coaching.

2007 - 2009 ~2 yrs

Financial Advisor

Prudential Financial

Charlotte, North Carolina Area

2006 - 2007 ~1 yr

Senior Sales Associate

Bank Of America Merrill Lynch

Charlotte, North Carolina Area

1999 - 2006 ~7 yrs

Team & coworkers

Colleagues at MassMutual

Other employees you can reach at massmutual.com. View company contacts for 7732 employees →

Karey Mulvenna Colleague at MassmutualWestfield, Massachusetts, United States View → LA

Luis Angel Morales Santiago Colleague at MassmutualPuerto Rico View → LR

Linda Rustic Colleague at MassmutualEnfield, Connecticut, United States View → JM

Joseph Morales Colleague at MassmutualBridgeport, Connecticut, United States View → RL

Ramu Lakkaraju Colleague at MassmutualHyderabad, Telangana, India View → PD

Princess Dejesus Colleague at MassmutualCambridge, Massachusetts, United States View → JL

John Lawrence Colleague at MassmutualSpringfield, Massachusetts, United States View → JP

Joshua Picard Colleague at MassmutualSpringfield, Massachusetts Metropolitan Area, United States View → RK

Ravi Kumar Alavala Colleague at MassmutualHyderabad, Telangana, India View → JB

Judy Bruce Colleague at MassmutualBrevard, North Carolina, United States View →

1 education record

Jen Dickson education

Clemson University

Financial Management

FAQ

Frequently asked questions about Jen Dickson

Quick answers generated from the profile data available on this page.

What company does Jen Dickson work for?

Jen Dickson works for MassMutual.

What is Jen Dickson's role at MassMutual?

Jen Dickson is listed as Business Consultant at MassMutual.

What is Jen Dickson's email address?

AeroLeads has found 1 work email signal at @massmutual.com for Jen Dickson at MassMutual.

Where is Jen Dickson based?

Jen Dickson is based in Charlotte, North Carolina, United States while working with MassMutual.

What companies has Jen Dickson worked for?

Jen Dickson has worked for Massmutual, Bank Of America Merrill Lynch, Ubs, Ameriprise Financial Services, Inc., and Prudential Financial.

Who are Jen Dickson's colleagues at MassMutual?

Jen Dickson's colleagues at MassMutual include Karey Mulvenna, Luis Angel Morales Santiago, Linda Rustic, Joseph Morales, and Ramu Lakkaraju.

How can I contact Jen Dickson?

You can use AeroLeads to view verified contact signals for Jen Dickson at MassMutual, including work email, phone, and LinkedIn data when available.

What schools did Jen Dickson attend?

Jen Dickson holds Bachelor Of Science - Bs, Financial Management from Clemson University.

What skills is Jen Dickson known for?

Jen Dickson is listed with skills including Wealth Management, Leadership, Risk Management, Equities, Customer Service, Marketing, Mutual Funds, and Series 7.

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