Jason is our Operations Team Leader and is responsible for overseeing the daily processes of the back office. Among some of the tasks he performs are preparing client custodial paperwork to open new accounts, transfer assets from outside custodians, establish money movement standing instructions between client accounts, and all other types of custodian forms. He also troubleshoots client issues with custodians, maintains data in our Portfolio Management system, and generates and processes quarterly client reports.
Jason is also tasked with testing out new technologies and platforms as they become available to see if they can be implemented to improve Wingate’s operational efficiencies.
Jason has his MBA in Finance as well as his Series 66 and Series 7 securities licenses. He was our first experience with a fully remote hire in the Post Pandemic World we live in. He has quickly become an integral part of the Wingate Family. When Jason is not working, he enjoys spending time with his wife Heather and their 3 children (Aidan, Alexa, and Dean). Their hobbies include badminton, cornhole, hiking, and playing a plethora of board games collected over the years.