Jason Winderbaum Email & Phone Number
Chief Executive Officer, Australia @ Equities First Holdings
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Jason Winderbaum Location
- Sydney, NSW, AU
Jason Winderbaum Work
- 2025 -now Chief Executive Officer, Australia @
- 2025 -2025 Executive Director @
- 2023 -2025 Director @
- 2020 -2023 Credit Suisse Private Bank @
- 2017 -2020 Head of Sales and Executive Director - Australia @
- 2015 -2019 Regional Head and Head of Sales @
- 2015 -2016 Co-Founder @
- 2012 -2015 Co-Founder and Managing Director @ P2 Australia Pty Ltd
- 2010 -2013 General Manager @
- 2009 -2009 Consulting Project @
- 2008 -2009 Financial Controller and Private Asset Management @
- 2007 -2008 Senior Management Accountant - AUS and HK @
- 2003 -2006 Senior Auditor @
Jason Winderbaum Education
- Kaplan Professional
Masters of Applied Finance M.App Fin (Triple major - investment management, wealth management & Corp Finance)
2010-2011 - Chartered Accountants Australia and New Zealand
CA (Accounting)
2003-2006 - Macquarie University
B Com (Accounting) (Major - Accounting, sub major - Business Law, Finance, Marketing)
1999-2003
Jason Winderbaum Skills
- Bitcoin
- Ethereum
- Asset-Based Lending
- Investments
- Finance
- Portfolio Management
- Investment Management
- Wealth Management
- Superannuation
- Financial Advisory
- Investment Strategies
- Corporate Finance
- Financial Risk
- Financial Services
- Sales Management
- Business Strategy
- Insurance
- Pensions
- Asset Management
- Investment Advisory
- General Awesomeness
- Investment Valuation
- Wealth
- Mergers & Acquisitions
- Financial Planners
- Operations Management
- Karate
- Qualified Chartered Accountant
- Risk Management
- Derivatives
- Equities
- Market Risk
- Management
- Wealth Management Services
- Leadership
- Sales
- Executive Management
- Strategy
- Business Development
- Mergers and Acquisitions
Jason Winderbaum Summary
- Jason Winderbaum, based in Sydney, NSW, AU, is currently a Chief Executive Officer, Australia at EquitiesFirst. Jason Winderbaum brings experience from previous roles at EquitiesFirst, Credit Suisse and Paradigm Invest Group. Jason Winderbaum holds a 2010 - 2011 Masters of Applied Finance M.App Fin in Triple major - investment management, wealth management & Corp Finance @ Kaplan Professional. With a robust skill set that includes Bitcoin, Ethereum, Asset-Based Lending, Investments, Finance and more. Jason Winderbaum has 1 emails and 1 mobile phone numbers on RocketReach.
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