Jenna Pagano-Bass
McClellanville,SC
Summary
Detail-oriented client service and financial operations specialist with a multifaceted background in financial planning, curriculum development, and team management. Known for delivering high-touch service, managing complex casework, and maintaining exceptional attention to detail across compliance-driven environments. Adept in Salesforce, account onboarding, and cross-functional coordination with internal and external stakeholders. Currently Series 6 & 7 licensed.
Overview
11
11
years of professional experience
3
3
Certifications
Work History
Financial Planner
Prudential
01.2023 - Current
- Delivered personalized investment solutions to help clients work towards their long-term financial goals
- Provided financial planning support to clients
- Supported investment professionals to cultivate client relationships
- Prepared financial plans and checked their accuracy
Curriculum Alignment
Stride, Inc
01.2023 - 08.2025
- Produced detailed documentation showing how Stride Mathematics and Science curricula align with state and national standards.
- Designed matrices for state standards alongside test blueprints to enhance curriculum development efforts.
- Assessed previous curriculum alignments to confirm accuracy with updated standards.
- Presented summaries of alignment data highlighting critical insights for marketing strategies, grants, and curriculum adoptions.
Math Educator | Department Chair
R.B. Stall High School
01.2021 - 01.2023
- Strategic Planning
- Differentiated learning throughout the year resulting in an 96% pass-rate
- Developed curriculum and various training materials for diverse learners with specific learning needs, including learning disabilities and English as a second language.
- Implemented 500+ hours of strategic curriculum based on current research and best practices, which resulted in positive learner feedback
- Perform 1:1 coaching with caseload of 60+ learners that require training tailored to each individual, resulting in 75% success rate
- Created strategic curriculum with maximum efficacy and an 80% increase in material comprehension within 4 months of training.
- Assisted with development of progress monitoring and improvement planning strategies to enhance student performance on Algebra 1 end of course exam, achieving over 90% success rate
- Established performance improvement plans aligned to compliance standards to track and analyze data
- Selected and approved instructional materials, supplies, and equipment meeting needs of students taking math courses such as Algebra 1, Algebra 2, Geometry and Precalculus.
Math Educator
North Charleston High School
01.2015 - 01.2021
- Strategic Planning
- Differentiated learning throughout the year resulting in an 96% pass-rate
- Developed curriculum and various training materials for diverse learners with specific learning needs, including learning disabilities and English as a second language.
- Implemented 500+ hours of strategic curriculum based on current research and best practices, which resulted in positive learner feedback
- Perform 1:1 coaching with caseload of 60+ learners that require training tailored to each individual, resulting in 75% success rate
- Created strategic curriculum with maximum efficacy and an 80% increase in material comprehension within 4 months of training.
- Assisted with development of progress monitoring and improvement planning strategies to enhance student performance on Algebra 1 end of course exam, achieving over 90% success rate
- Established performance improvement plans aligned to compliance standards to track and analyze data
- Selected and approved instructional materials, supplies, and equipment meeting needs of students taking math courses such as Algebra 1, Algebra 2, Geometry and Precalculus.
Education
Masters of Education - Teaching, Learning and Advocacy, Diverse Learners, Special Education
College of Charleston
Charleston, SCBachelor of Science - Math Education
University of Georgia
Athens, GASkills
- Microsoft Office Suite and Google Workspace
- Canvas and Google Classroom
- Desmos and TI-Nspire
- Canva and Quizizz
- Client relationship management
- Wealth management strategies
- Financial planning and investment
- Client needs assessment
- Educational technology tools
Technology Proficiencies
- Microsoft Office Suite
- Google Workspace
- Google Classroom LMS
- Salesforce
Related Experience
College of Charleston, Conducted a qualitative descriptive research study to analyze general education teachers’ knowledge and perceptions of inclusion. Created a virtual PD project with the target audience of educators to give them information about characteristics of students with learning disabilities.
Certification
Series 7
Timeline
Financial Planner
Prudential
01.2023 - Current
Curriculum Alignment
Stride, Inc
01.2023 - 08.2025
Math Educator | Department Chair
R.B. Stall High School
01.2021 - 01.2023
Math Educator
North Charleston High School
01.2015 - 01.2021
Masters of Education - Teaching, Learning and Advocacy, Diverse Learners, Special Education
College of Charleston
Bachelor of Science - Math Education
University of Georgia