About Jason
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.
Professional Background
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.