Jason Spielberg
Sr Vice President, Product Strategy @BNY Pershing
Orlando, FL, US
EMAILS
j••••••••@bny.com
MOBILE NUMBERS
+14•••••••58
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WORK HISTORY
Apr 2024 — Present
Sr Vice President, Product Strategy @BNY Pershing
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EDUCATION
2002 — 2006
University of Central Florida
BSBA, Accounting, Finance
SKILLS
Series 63EquitiesMicrosoft ExcelTeam LeadershipTrainingLeadershipFixed IncomeOptionsGlobal CustodyFinanceLeadership DevelopmentMicrosoft OfficePowerpointBankingMutual FundsRisk ManagementSeries 7SecuritiesFinancial ServicesCustomer ServiceInvestments
ABOUT JASON SPIELBERG
High-performer with over a decade of experience working in the financial services industry. My focus is on helping broker dealers attain their strategic and financial goals through a consultative approach. I also have several years in on-boarding, training and consulting broker dealers and RIAs on a variety of complex financial solutions and technology in a high paced environment.
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