Jason Canella

Director of Sales at PCR Financial Aggregation
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Jan, 2017
    - Oct, 2024
  • Lean Six Sigma Green Belt Certification
    Ira A. Fulton Schools of Engineering at Arizona State University
    Dec, 2016
    - Oct, 2024

Experience

  • PCR Financial Aggregation
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Sales
      • Jul 2023 - Present

      PCR is a highly trusted private client wealth aggregator helping wealthy families, their advisors and wealth tech firms develop winning digital transformation strategies. With ground breaking automation, privacy and integration technologies, we streamline even the toughest to aggregate assets such as alternatives. PCR is a highly trusted private client wealth aggregator helping wealthy families, their advisors and wealth tech firms develop winning digital transformation strategies. With ground breaking automation, privacy and integration technologies, we streamline even the toughest to aggregate assets such as alternatives.

  • Premialab
    • Hong Kong
    • IT System Data Services
    • 1 - 100 Employee
    • Sales Director, North America
      • Nov 2022 - May 2023

      Premialab is an independent platform providing data, analytics, and risk solutions on systematic, factor, and multi-asset strategies in collaboration with leading investment banks and institutional investors globally. With offices in New York, Paris, Hong Kong and Stockholm, our international team is dedicated to supporting our global client base with the most up-to-date risk-premia dataset, advanced portfolio construction, performance & risk analytics. Premialab is an independent platform providing data, analytics, and risk solutions on systematic, factor, and multi-asset strategies in collaboration with leading investment banks and institutional investors globally. With offices in New York, Paris, Hong Kong and Stockholm, our international team is dedicated to supporting our global client base with the most up-to-date risk-premia dataset, advanced portfolio construction, performance & risk analytics.

  • Bloomberg
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales Relationship Manager
      • Dec 2019 - Nov 2022

      Responsible for developing deep and trusted relationships with new and existing buy-side clients while driving enterprise revenue.

    • Sales Account Manager
      • Dec 2017 - Dec 2019

      Responsible for managing our largest existing buy-side clients across North America in efforts to build long-term and meaningful relationships, maintaining existing business, and uncovering new revenue opportunities.• Work closely with C-suite executives to develop client tech-schematics and deliver valuable Bloomberg's enterprise solutions• Understanding of financial markets and trends within the financial industry using a consultative approach to help clients stay up to date with the markets and further leverage our suite of solutions• Leverage Bloomberg technology and internal relationships to assist in building sales strategies • Mentor colleagues to understand our clients, products, competition, and business cycle Show less

    • Equity Specialist
      • Jan 2017 - Dec 2017

      Responsible for answering financial related inquiries pertaining to equity capital markets and the Bloomberg Terminal as well as demonstrating ways to further leverage the system by holding both in-person and remote trainings for clients. • Demonstrated a strong understanding of equity capital markets and different player types across buy-side and sell-side institutions and ways to further leverage the terminal to discover new investment ideas• Worked in high-pressure environment while handling multiple client inquiries at one time and answer each thoroughly and effectively• Obtained "Bloomberg Markets Concepts" Certification following successful completion of financial markets training covering all asset classes Show less

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Jun 2016 - Dec 2016

      Responsible for oversight and governance of the CIB risk and control environment including; Development and delivery of Enterprise-wide framework to manage control-related processes; Develop and manage end-to-end process for identification, remediation and completion of control issues, including Risk & Control Self-Assessment process (RCSA); Maintain central repository of control-related data and MIS; Manage protocols, governance and tracking related to supervisory and regulator engagement and develop and maintain operational risk policies and monitor effectiveness of control implementation. • Provided oversight and governance of the Risk Control Self Assessment (RCSA) process across the lines of business • Participated in the development and implementation of applicable Operational Risk guidance and standards • Assisted with production and review of Operational Risk metrics using Phoenix application (e.g. Action Plans, RCSA Results) • Coordinated and prepared training material and classes as needed Show less

Education

  • Arizona State University
    Bachelor of Science in Engineering, Engineering Management
    2012 - 2016
  • Ridgewood High School
    2008 - 2012

Community

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