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.
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.
Professional Background
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.