A Financial Services Professional with Over 25 Years of Experience
Jason currently serves as a vice president and business analyst, with a background in Fund Accounting and Client Services.
Jason currently serves as a vice president and business analyst, with a background in Fund Accounting and Client Services.
When the large institutional brokerage firms that are his clients have a need for new technology solutions to meet their business needs, it's Jason's job to design that solution and to lead a team of programmers in getting it built. Straddling the business and IT worlds, he's equally adept discussing APIs, processing logic, and system arc
When the large institutional brokerage firms that are his clients have a need for new technology solutions to meet their business needs, it's Jason's job to design that solution and to lead a team of programmers in getting it built. Straddling the business and IT worlds, he's equally adept discussing APIs, processing logic, and system architecture as he is discussing finance (with a subject matter expertise in dividends, 529s, HSAs, and taxes). Jason is a Certified Scrum Master and a leader in implementing Agile development methodologies.
Jason Boulette resides in Wind Gap, Northampton County, Pennsylvania.
Jason's first love is his family: his wife Vanessa, who is his partner in all things, and his son Simon.
Both Jason and Vanessa are passionate about serving their community.
Jason and Vanessa have a deep love of traveling, with a goal of visiting all National Park System units in the United States. They've been to all 50 states.
Vanessa is a diehard Disney fanatic.
Jason is a film buff (his favorite directors are, amongst others, Akira Kurosawa, Bong Joon-ho, Sergio Leone, Edgar Wright, Hayao Miyazaki, Denis Villeneuve, and Alfonso Cuaron).
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