Wealth Manager

JASON J. MATHER

Lafayette, CA ***** : linkedin.com/in/jasonjmather

917-***-**** : *********@*****.***

PROFESSIONAL SUMMARY

Self-motivated, agile, and entrepreneurial leader with over twenty years of broad professional experience: project management, business development, commodities, sustainability, technology, and sales. Demonstrates strong organizational, management, and multitasking skills while exceeding profit-based objectives. Proven success in developing and communicating tailored strategies, goals, and metrics. Excels in building/mentoring teams and successfully partnering with cross-functional stakeholders.

• Commodity Options Market-Maker • Client Relations/Acquisition/Retention

• Sales/Pipeline Origination/Optimization • Business Development/Strategy

• Risk Analysis and Mitigation • Skilled Negotiation

• Account and Portfolio Management • Passionate Team Leader

RELEVANT EXPERIENCE

Wealth Manager: Lenox Advisors, INC/Northwestern Mutual, NY/CA 2017–Present

Wealth management firm providing integrated solutions in financial and estate planning

• Cultivate long lasting connections built on trust, knowledge, and leadership

• Sharpen sales strategies through continuous education and provide mentoring to new FA’s

• Utilize my network, COI, and natural market to foster pipeline creation and client acquisition

• Maintain 300+ client book with a 98% retention, conducting annual reviews and aligning objectives

• Responsible for strategic plan creation: cashflow, tax mitigation and asset protection modeling

Chief Operating Officer/Director of eCommerce: ReCircuit/ICompNY, Inc, NY 2013–2017

IT asset disposition, management services, metals recycling and international online distribution

• Built and instituted business controls and performance metrics for Purchasing, Sales, and CSAT

• Increased sales by 3x through SEO, analytics, and targeted advertising campaigns

• Constructed CRM precedents and response procedures while establishing brand standards

• Coordinated with design, technical, and shipping teams ensuring top quality customer experience

• Developed and communicated sales goals and performance to owners and key business partners

Founding Partner/Managing Director: ERG: E-Waste Recycling Group, LLC, PA 2011–2013

Electronics waste solutions company specializing in data destruction & sustainable asset de-manufacturing

• Generated pipeline by implementing effective networking and content marketing strategies

• Developed and negotiated relationships with top tier buyers, maintaining strict business ethics

• Identified industry trends and key business partnerships to generate and maximize revenue

• Created and administered eCommerce accounts (eBay/Amazon) to maximize ITAD profit channels

Founding Partner/President: ARX Asset Mgmt., LLC, PA/ Castle Capital, LLC, NY 2008–2013

Commodity Trading Advisor, registered with the CFTC and NFA

• Generated non-correlated returns utilizing options-based strategies in metals/energy/agriculture

• Forecast, crafted, beta-tested, and implemented systems through identifying cross market trends

• Performed daily risk analysis using proven weighted metrics of all client and fund portfolios

• Developed a strategic fund-raising campaign, yielding $60+ million of institutional interest

OTHER EXPERIENCE

Managing Director – Sustainability: Rooftop Capital Partners, NY (Ghana) 2016–2018

Investment, financing and project expertise for emerging market real estate and infrastructure initiatives

• Advised and modeled on housing projects for middle income families in Accra, Ghana

• Consulted on government land and infrastructure projects for President Nana Akufo-Addo

Independent Commodities Market-Maker: NYMEX/COMEX/NYBOT/FINEX, NY 2003–2008

Open Out-Cry: Sole Proprietor trading options and futures

• COMEX Option Floor Closing Committee Member (HX: High Grade Copper Options)

• Leveraged hedging and arbitrage opportunities between LME and COMEX

• Managed diverse portfolio in highly illiquid markets through extensive understanding of The Greeks

• Traded multiple markets concurrently, including Gold, Silver, Copper, Aluminum, Natural Gas,

Crude Oil, Orange Juice, Coffee, Cocoa, and Dollar Index

Equities Options Market-Maker: URBRO, LP, PA 2000–2003

Boutique trading firm on the Philadelphia Stock Exchange (PHLX)

• Honed analytical background to execute equity derivative positions in single and indexed listings

• Functioned independently, governing volume, duration, volatility, hedge, and appropriate risk

• Leveraged market inefficiencies and micro/macro trends to garner edge and secure profits

• Apprentice to owner/head trader for 3 months, earning the right to trade my own positions/book

EDUCATION

University of Pennsylvania, Philadelphia, PA B.A. Economics

ADDITIONAL INFORMATION

• FINRA Series 3, 6 & 63, NFA ID: 0335439

• Microsoft Office Suite, Adobe, Workday, Salesforce

• Groton School, Phillips Exeter Academy, Psi Upsilon

• Volunteer for Special Olympics and Donor to Chai Lifeline

• Dual Citizen: United States/United Kingdom

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