Jason Andrade | Director of Financial Services
Jason Andrade joined Compass in June 2018. As the Director of Financial Services, Jason is responsible for developing and leading culturally proficient financial coaching and education practices for Compass’ coaching staff and clients. Jason has worked for more than 10 years in the asset-building field with a focus on expanding access to free or low-cost high-quality financial advising and tax preparation services.
Jason is a steering committee member for Boston’s Tax Help Coalition where he is also the director of two IRS V.I.T.A. tax sites and was previously awarded the SCI Community Social Capitalist award for his work in the Dorchester community. Other initiatives that he’s involved in include Bank On Boston, Boston Builds Credit, Dorchester Bay Small Business Lending Committee. Jason is a board member of the Massachusetts Community Banking Counsel and chair of its recently formed Banking Services Committee.
Prior to this, Jason worked as a tax accountant at Granite Telecommunications, LLC where he was responsible for corporate tax, gross receipts, and annual report filings. Jason is a CERTIFIED FINANCIAL PLANNER™ and was awarded his Bachelor of Science in Business Administration from Suffolk University.