Jon Summers

Jon Summers Email and Phone Number

Product Head of North America @ Waystone Administration Solutions
Webster, NY, US
Jon Summers's Location
Webster, New York, United States, United States
Jon Summers's Contact Details
About Jon Summers

Jon Summers is a Product Head of North America at Waystone Administration Solutions. He possess expertise in hedge funds, equities, fixed income, portfolio management, investments and 23 more skills. Colleagues describe him as "I've had the pleasure of working with Jon for my entire time at Bisys/Citi. He acted as my mentor from day one. He was always willing to walk us through unfamiliar processes and was always there when we had questions or concerns. To this day I still call Jon up if I want to bounce an idea off of him. He has a broad knowledge base of different asset classes, portfolio accounting, and technical skills. He handles the most stressful situations with ease and professionalism. I have definately learned a lot from Jon and he would be an asset to any team."

Jon Summers's Current Company Details
Waystone Administration Solutions

Waystone Administration Solutions

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Product Head of North America
Webster, NY, US
Employees:
78
Jon Summers Work Experience Details
  • Waystone Administration Solutions
    Product Head Of North America
    Waystone Administration Solutions
    Webster, Ny, Us
  • Waystone
    Head Of Product Development - Us
    Waystone Jul 2024 - Present
  • Centaur
    Head Of Us Product
    Centaur Feb 2020 - Jul 2024
    Fair Lawn, New Jersey
    With offices in Europe and North America, Centaur delivers independent fund administration and regulatory services worldwide. Our highly experienced team, clear contractual terms and operational excellence are core to our success.For more Info, Please Visit www.centaurfs.com | Email : Centaur@centaurfs.comTel: +353 (0)1899 2400
  • Virtus Partners
    Head Of Portfolio Accounting
    Virtus Partners Mar 2015 - Feb 2020
  • Citibank
    Hedge Fund Middle Office Vp
    Citibank Aug 2005 - Mar 2015
    Oversee a group of 14 people including offshore India resources.Provide hedge fund front offices with daily reporting including holdings reports and PnL. Responsible for month end close reporting such as trial balances and detailed general ledger as well as including full reconciliations of positions, cash, interest accruals to custodians and providing investors with monthly returns.Subject matter expert of core accounting system Advent Geneva and Fiserv Frontier reconciliation tool.In depth knowledge of financial products such as equities, bonds, bank debt, swaps, options and futures.
  • West Irondequoit Central School District
    Assistant Coach-Ice Hockey
    West Irondequoit Central School District Nov 2007 - Mar 2012

Jon Summers Skills

Hedge Funds Equities Fixed Income Portfolio Management Investments Financial Services Derivatives Alternative Investments Investment Banking Bonds Mutual Funds Middle Office Options Bloomberg Asset Management Banking Swaps Account Reconciliation Accounting Time Management General Ledger Valuation Trading Systems Capital Markets Financial Modeling Securities Equity Derivatives Fx Options

Jon Summers Education Details

Frequently Asked Questions about Jon Summers

What company does Jon Summers work for?

Jon Summers works for Waystone Administration Solutions

What is Jon Summers's role at the current company?

Jon Summers's current role is Product Head of North America.

What is Jon Summers's email address?

Jon Summers's email address is jo****@****llc.com

What is Jon Summers's direct phone number?

Jon Summers's direct phone number is (713) 993*****

What schools did Jon Summers attend?

Jon Summers attended Alfred Lerner College Of Business & Economics At University Of Delaware, American University, West Irondequoit High School.

What are some of Jon Summers's interests?

Jon Summers has interest in Hockey And Golf, Investing.

What skills is Jon Summers known for?

Jon Summers has skills like Hedge Funds, Equities, Fixed Income, Portfolio Management, Investments, Financial Services, Derivatives, Alternative Investments, Investment Banking, Bonds, Mutual Funds, Middle Office.

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