Jason M. Email & Phone Number
Chief Revenue Officer @ DLA, LLC
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Jason M. Location
- Warren, NJ, US
Jason M. Work
- 2026 -now Chief Revenue Officer @
- 2024 -2026 Chief Revenue Officer and Executive Committee Member (Sonata One and US Broker Dealer) @ Sonata One
- 2023 -2024 Chief Revenue and Strategy Officer, Americas @
- 2019 -2023 Head of Americas Business Development, Hedge Funds, Private Equity, Real Estate and VC @
- 2017 -2019 Global Head of Business Development @
- 2011 -2017 Senior Sales Director @
- 2009 -2011 Managing Director, Prime Services Sales @
- 2008 -2009 VP, Sales @
- 2007 -2008 Executive Director - Prime Brokerage @
- 1998 -2007 Managing Director @ Bear, Stearns and Co
- 1998 -1999 Assistant Treasurer - Equity Derivatives Trading @
Jason M. Education
- University of Maryland - Robert H. Smith School of Business
Bachelor’s Degree (Economics/Marketing)
1991-1995
Jason M. Skills
- Seasoned, dynamic Chief Revenue and Strategy Officer with > 25years of markets experience. I have managed large Sales Organizations, engaged in Strategic Partnerships to drive organic both service offering and client satisfaction and am adept at motivating team members to align with what Private Equity sponsors look for - return for their limited partners.
- Sales Management
- Prime Brokerage
- Operational Due Diligence
- Reference Data
- Equity Derivatives
- Legal Documents
- Data Management
- Sales Process
- Procurement Contracts
- Negotiation
- Contract Negotiation
- ISDA
- Debt & Equity Financing
- Order Management
- Compliance Management
- Financial Reporting
- Advent
- Risk Management
- Operational Risk Management
- Alternative Investments
- Securities Lending
- C-Level Relationships
- Operational Risk
- Equities
- Customer Acquisition
- Middle Office
- PE
- Hedge Funds
- Fund Administration
- Contractual Agreements
- Service-Level Agreements (SLA)
- Customer Relationship Management (CRM)
- Merlin
Jason M. Summary
- Jason M., based in Warren, NJ, US, is currently a Chief Revenue Officer at DLA, LLC. Jason M. brings experience from previous roles at Sonata One, Socium Fund Services, Apex Group Ltd and HedgeServ. Jason M. holds a 1991 - 1995 Bachelor’s Degree in Economics/Marketing @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Seasoned, dynamic Chief Revenue and Strategy Officer with > 25years of markets experience. I have managed large Sales Organizations, engaged in Strategic Partnerships to drive organic both service offering and client satisfaction and am adept at motivating team members to align with what Private Equity sponsors look for - return for their limited partners., Sales Management, Prime Brokerage, Operational Due Diligence, Reference Data and more. Jason M. has 1 emails and 2 mobile phone numbers on RocketReach.
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