Jae Harrison di Lorenzo
Director of Participant Engagement | PlanScope360 Founding Leader | Expert in Client Onboarding, Relationship Management & Financial Education Innovation
- Role
- Director at Verity Asset Management
- Location
- Savannah, GA, US
- LinkedIn followers
- 500 followers
About Jae Harrison di Lorenzo
I am a dynamic leader and strategist with extensive experience driving growth…
Experience
Director
Jun 2020 — Present
At Verity Asset Management, I spearheaded the creation and execution of comprehensive marketing strategies, producing digital and print materials—including copywriting and design for social media, press releases, whitepapers, and presentations—with a specialty in fintech communications. I developed and launched annual financial education campaigns tailored to plan sponsors and partners, delivering impactful programming for insurance companies, educational institutions, financial advisers, and other stakeholders nationwide. In addition, I led a team of financial coaches using behavioral finance, cognitive behavioral therapy, neurolinguistic programming, and advanced financial planning software to support participants in achieving personal, financial, and career goals.In November 2023, Verity’s initiatives evolved into the creation of PlanScope360, where I became a founding leader and continued my mission to advance financial literacy and client engagement while expanding our innovative third-party administration services. This spin-off reflects a consistent career trajectory and deepening expertise in client engagement, program development, and fintech innovation.
Education
Georgia State University College of Law
JD, Law
1999 — 2002
Furman University
BS, Neuroscience
1994 — 1998
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