Executive Director, Associate Regional Director and Sales Director @ (March 2018 - November 2023)
Executive Director, Program Manager JPMA Summer Analyst Program @ (January 2021 - January 2023)
Interim Regional Director @ (January 2018 - January 2019)
First Vice President, Market Administration Manager @ (January 2016 - January 2018)
Director, Business Support Manager @ (January 2012 - January 2016)
Director, Regional Administrative Manager @ (January 2005 - January 2012)
Jason Pai Education
Boston College Carroll School of Management
Master of Business Administration - MBA
University of Massachusetts Amherst
Bachelor's Degree (Economics)
The Wharton School
SIFMA Securities Industry Institute (SII)
Jason Pai Skills
Asset Management
Attention to Detail
Banking
Banking Services
Branch Management
Brokerage
Business Development
Business Strategy
Coaching
Communication
Compliance Management
Compliance Oversight
Cross-functional Team Leadership
Customer Service
Executive Leadership
Federal & State Regulations
Financial Advisory
Financial Management
Financial Markets
Financial Services
High-Net-Worth Individuals (HNWI)
Internal Audits
Investment Products
Investments
Leadership
Leadership Development
Management
Mentoring
Microsoft PowerPoint
Operations Management
Organizational Development
Organizational Leadership
Performance Management
Performance Reviews
Presentations
Private Equity
Private Wealth Management
Problem Solving
Relationship Building
Risk Management
Sales Management
Sales Meetings
Strategic Leadership
Strategic Planning
Supervisory Skills
Talent Management
Team Building
Team Management
Training
Wealth Management
Alternative Investments
Series 63
Anti Money Laundering
Fixed Income
Human Resources
Series 8 9 and 10
Portfolio Management
Derivatives
Bloomberg
Financial Risk
Finance
Asset Allocation
Investment Advisory
Asset Managment
Equities
Compliance
Mutual Funds
Supervision
AML
Operations
FINRA
Microsoft Office
Real Estate
Financial Analysis
Regulatory Compliance
Broker Dealer
Due Diligence
Private Banking
Series 65
Options
Series 7
Securities
Hedge Funds
Structured Products
Jason Pai Summary
Jason Pai, based in Los Angeles, CA, US, is currently a Business Unit Manager at Goldman Sachs. Jason Pai brings experience from previous roles at Merrill Lynch and J.P. Morgan. Jason Pai holds a Master of Business Administration - MBA @ Boston College Carroll School of Management. With a robust skill set that includes Asset Management, Attention to Detail, Banking, Banking Services, Branch Management and more. Jason Pai has 4 emails and 4 mobile phone numbers on RocketReach.
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