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Jason Past

B.Sc. in Finance from Canisius College in 2006. Business Analyst/Settlements Specialist/ACAT rep at Penson Financial Services, Dallas, TX.

Headline: Entrepreneur
Work status: Employed Full-Time
Skills: Business, Design, Entrepreneurship, Event planning, Languages, Leadership, Management, Product design, Public speaking
Interested in: Brainstorming, Finding business partners, Finding cofounders, Finding team mates, Meeting new people, Professional opportunities, Promoting my startups, Recruiting for my startup
Schools: Canisius College

WORK EXPERIENCE

Employer: Penson Financial Services, Inc. (PFSI), Dallas, TX
Position: Business Analyst/Settlements Specialist /ACAT rep
Description:
Penson Financial Services, Inc. (PFSI), based in Dallas, Texas, is a securities services firm that provides flexible, technology-based processing solutions for the execution, clearing, custody and settlement of securities transactions. PFSI is the third largest Clearing Firm in North America.
Identified and documented external and internal business needs to analyze business problems and propose solutions.
Interacted with the Business owners and Project Managers to create and design software, procedures, and other business solutions.
Liaison between product vendors and the business.
Have worked on Compliance and Margin projects.
Earned a Yellow Belt in LEAN software development.
Created an excess report for securities that sill has not been delivered.
Initiated, validated, and monitored full and partial transfers.

EDUCATION

University: Canisius College
Time period: 2006
Degree: Finance, BSc

INFORMATION

Clubs: Finance Club.
German Club.

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