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
- 2023 -now Member, Board of Trustees of the Securities Industry Institute @
- 2023 -now Chief Financial Officer - Clearance and Collateral Management @
- 2021 -now Chief Financial Officer @
- 2014 -2021 Managing Director @
- 2010 -2014 Senior Finance Officer @ First Clearing , Affiliate of Wells Fargo
- 2007 -2010 Director of Financial Reporting and Analysis @
- 2006 -2007 Financial Consultant @
- 2002 -2006 Sr. Financial Analyst @
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, BNY Mellon | 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 3 emails and 1 mobile phone numbers on RocketReach.
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