Jason Castillo, Cfa Email & Phone Number

Jason Castillo, Cfa is a Manager, Municipal Investments and Business Operations at Kovitz. He possess expertise in fixed income, equity, trading systems, asset management, business process improvement and 5 more skills. Colleagues describe him as "Jason brought enthusiasm and passion to my team and was pivotal to the success of the project. Jason was a fantastic teacher, assisting others with their understanding of certain applications to increase the overall cross product knowledge. His ability and willingness to learn ensured that the user stories and acceptance criteria truly met the agile definition. Throughout his time on this project Jason had a hunger to understand what workflows clients carried out that we were building a solution for. This ultimately led him to have an understanding of client requirements before he transitioned into the implementation role setting himself up for further success within the company. Jason is hard working, great fun to work with and a person who is a fantastic addition to any product team. "

Listed skills include Fixed Income, Equity, Trading Systems, Asset Management, and 6 others.