Jason Lofling Email & Phone Number
Chief Financial Officer - Clearance and Collateral Management @ BNY
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Jason Lofling Location
- New York, NY, US
Jason Lofling Work
- Member, Board of Trustees of the Securities Industry Institute @ (November 2023 - Present)
- Chief Financial Officer - Clearance and Collateral Management @ (April 2023 - Present)
- Chief Financial Officer @ (May 2021 - Present)
- Managing Director @ (January 2014 - May 2021)
- Senior Finance Officer @ First Clearing , Affiliate of Wells Fargo (January 2010 - January 2014)
- Director of Financial Reporting and Analysis @ (January 2007 - January 2010)
- Financial Consultant @ (January 2006 - January 2007)
- Sr. Financial Analyst @ (January 2002 - January 2006)
Jason Lofling Education
- William & Mary – Raymond A. Mason School of Business
MBA (Finance)
2000-2002 - Virginia Commonwealth University
Bachelor's Degree
1995-1999
Jason Lofling Skills
- Finance
- Financial Analysis
- Financial Modeling
- Strategic Financial Planning
- Risk Management
- Financial Reporting
- Corporate Finance
- Investments
- Valuation
- Internal Controls
- Accounting
- Managerial Finance
- Cash Management
- Forecasting
- Mergers & Acquisitions
- Microsoft Office
- Mergers and Acquisitions
- Microsoft Excel
- Project Management
- Management
- Strategic Planning
- Business Analysis
Jason Lofling Summary
- Jason Lofling, based in New York, NY, US, is currently a Chief Financial Officer - Clearance and Collateral Management at BNY. Jason Lofling brings experience from previous roles at SIFMA, BNY Pershing and First Clearing , Affiliate of Wells Fargo. Jason Lofling holds a 2000 - 2002 MBA in Finance @ William & Mary – Raymond A. Mason School of Business. With a robust skill set that includes Finance, Financial Analysis, Financial Modeling, Strategic Financial Planning, Risk Management and more. Jason Lofling has 4 emails and 1 mobile phone numbers on RocketReach.
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