Jason Andrade | Director of Financial Coaching
Jason joined Compass as the Director of Financial Coaching in June 2018. In this role, he is responsible for developing and leading culturally-proficient financial coaching and education practices for Compass' clients. Prior to joining Compass, Jason was the Lead Financial Coach at the City of Boston's Office of Workforce Development, Roxbury Center for Financial Empowerment, where he provided intensive one-on-one coaching to clients and provided technical training and assistance to the coaching staff, program partners, and community-based organizations. Jason is also the Director of the Dotwell IRS VITA Tax Sites, which are the two largest free tax preparation sites in the City of Boston. 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 has completed the Financial Planning Program at the Boston University Center for Professional Education and will be sitting for the Certified Financial Planner license examination in November. Jason received his BSBA in International Business and Finance from the Sawyer Business School at Suffolk University.