Jason E. McCormick – 2013
Operations Specialist, Insurance
Jason’s primary duties include guiding our agents and clients through insurance underwriting process, managing insurance client service, and providing analytical services for new and existing coverage.
Jason started his career in financial services in 2006 with Maine Bank & Trust’s personal banking and wealth management departments. During his time with Maine Bank & Trust, Jason became licensed in numerous areas of financial services, including investments. Currently, Jason holds FINRA Series 6 and 63 securities licenses, a Maine resident insurance license, and is a Registered Representative of Valmark Securities, Inc.
Jason graduated with a Master of Science in Finance from Southern New Hampshire University. Prior to that, Jason earned a B.A. in Psychology from the University of Maine, Orono.
Jason enjoys outdoor activities with his family. He runs a small organic farm and brings in fresh eggs for the whole office. His other interests include hiking, forestry, Maine history, renovation of antique homes, restoring antique and vintage automobiles, and exploring the State of Maine.