Jason Human
Sales Manager - Digital Sales at Finastra | Greater Orlando
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As the Sales Manager for Digital Sales at Finastra, Jason Human leverages his extensive background in finance and fintech to spearhead innovative strategies that enhance client satisfaction and drive revenue growth. With a focus on building and leading a high-performing team of Account Executives, Jason is dedicated to cultivating key client relationships that are essential for the firm’s success. His expertise in investment strategies and asset allocation allows him to provide tailored solutions that meet the diverse needs of clients, ensuring their portfolios thrive in a competitive market.
Jason's role involves not just managing existing client relationships but also identifying new opportunities for growth within the digital sales landscape. He excels in utilizing data-driven insights to inform investment management decisions, particularly in fixed income markets. His proficiency in Microsoft Office and interpersonal skills further enable him to communicate complex financial concepts clearly and effectively, fostering trust and collaboration with clients.
Among his notable accomplishments, Jason has successfully implemented strategic initiatives that have resulted in significant portfolio growth and enhanced client retention rates. His commitment to excellence and passion for the fintech industry position him as a thought leader within Finastra, where he continuously seeks to innovate and improve the client experience. As he navigates the evolving landscape of digital finance, Jason remains focused on delivering exceptional value to clients while driving the firm’s growth trajectory.
Sales Manager - Digital Sales at Finastra in June 2023 to Present
Sales and Account Management Executive - Field Sales at Finastra in March 2021 to June 2023
Inside Sales Account Executive at Finastra in February 2020 to March 2021
Client Manager at PFM in March 2018 to December 2019
Client Service Manager at Trilogy Global Advisors, LP (acquired by GW&K Investment Management) in January 2012 to March 2018
Operations Administrator at Trilogy Global Advisors, LP (acquired by GW&K Investment Management) in August 2006 to January 2012
Stockbroker Intern at Scottrade in January 2005 to August 2006
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University of Central Florida, Bachelor of Science - BS
Leadership Orlando, July 2026
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Sales Management
Sales Processes
Client Relations
Account Management
Strategy Development
Account Reconciliation
Client Satisfaction
Financial Analysis
Staff Training
Business Development
Requirements Gathering
Finance
Cross Selling
Investment Strategies
Investment Management
Financial Services
Asset Allocation
Financial Markets
Mutual Funds
Series 63
Fixed Income
Market Analysis
Microsoft Office
Microsoft Word
Team Leadership
Interpersonal Skills
Time Management
Organizational Skills
Effective Communication
Conflict Resolution
Multitasking
Client Services
UCITS
Client Retention
Investment Solutions
Opportunity Identification
Portfolio Growth
CRM Software
Equity Portfolios
Vertical Communication
Institutional Relations
Series 6
Business Relationship Management
Relationship Building
Business-to-Business (B2B)
Leadership
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Discover more about FinastraWhat is Jason Human email address?
Email Jason Human at [email protected], [email protected] and [email protected]. This email is the most updated Jason Human's email found in 2026.
How to contact Jason Human?
To contact Jason Human send an email to [email protected], [email protected] or [email protected]. (updated on August 27, 2024)
What company does Jason Human work for?
Jason Human works for Finastra
What is Jason Human's role at Finastra?
Jason Human is Sales Manager - Digital Sales
What is Jason Human's Phone Number?
Jason Human's phone (**) *** *** 415
What industry does Jason Human work in?
Jason Human works in the Financial Services industry.
Jason Human Email Addresses
Jason Human Phone Numbers
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