Jay

We met Jason back in 2018, and it was apparent then he is a visionary leader with entrepreneurial drive, keen attention to detail, high technical acumen, and a passion for mentoring/coaching people and teams.  An excellent cross-functional collaborator and problem-solver who is adept at working across internal and external stakeholders, including vendors, to drive business value.  We are thrilled to have him as a part of our roster, and we know it won't take long for you to realize the same.

His unique specialty is in helping asset management firms grow and scale through personalized client experiences and streamlined operations. He is an experienced Client Relationship and Operations leader with 16+ years' experience managing institutional relationships, end-to-end account operations and strategic growth initiatives. He is an organized and consultative communicator with ability to build and retain lasting relationships that have always resulted in increased client profitability.

If Jason sounds like someone you'd like to have as a coach/counselor, please click the email link below and request an introductory conversation.

For background, certifications, and everything else - please click this:  Jason's LinkedIn