Jason Whitaker

Jason Whitaker has a diverse work experience spanning over several decades. Jason is currently working as the Enterprise Director at Confluence, a global leader in data-driven investment management solutions. In this role, they partner with clients to deliver products and services that optimize efficiency and control in the financial industry.

Prior to joining Confluence, Jason held the position of Managing Director at Westbrook Farm Estate, where they focused on diversification and modernization of a rural estate. Jason managed new business projects, including renovating and converting run-down farm houses, cottages, and agricultural buildings.

Before that, Jason served as the Global Head of Sales at Consverge, a company that simplifies and streamlines the expert network ecosystem. Jason facilitated access to global expert networks and independent analysts through a user-friendly platform while maintaining high compliance standards.

Jason also worked at Finastra as the Strategic Partner Director, managing relationships between the company and its strategic partners. Jason played a vital role in driving revenue through these partnerships by providing thought leadership and fostering collaboration.

Prior to Finastra, Jason worked at Bloomberg as the Head of Portfolio & Risk Analytics for EMEA and ASIA. Jason led and managed Bloomberg's multi-asset portfolio and risk analytics solution, building and overseeing specialist sales and customer support teams.

Jason's earlier experiences include working as a Pension Fund Manager at BAE Systems, Investment Director at Cazenove Capital Management, Investment Research Analyst at Gerrard Vivian Gray / Greig Middleton, and Sales Executive at The Hospitality Group.

Throughout their career, Jason has acquired extensive expertise in investment management, strategic partnerships, sales, and analytics.

Jason Whitaker attended Marlborough College from 1983 to 1988. Then, from 1989 to 1993, they studied at the Wisconsin School of Business and the University of Wisconsin-Madison. At the University of Wisconsin-Madison, they obtained a Bachelor of Business Administration (BBA) degree with a field of study in Business.